FNDX
FNDX
About Schwab Fundamental U.S. Large Company ETF
FNDX uses fundamental screens (sales, cash flow, dividends, and buybacks) to scope out large-cap US companies. The top 87.5% of the companies by cumulative fundamental score are included in the index. It then weights them accordingly. Index weights are determined annually in March but are implemented across the year rather than at one point in time to help increase investment capacity and...
About Schwab Fundamental U.S. Large Company ETF
FNDX uses fundamental screens (sales, cash flow, dividends, and buybacks) to scope out large-cap US companies. The top 87.5% of the companies by cumulative fundamental score are included in the index. It then weights them accordingly. Index weights are determined annually in March but are implemented across the year rather than at one point in time to help increase investment capacity and...
HOLDINGS (Top 20)
| Stock | Name | Weight | Shares | Market Value |
|---|---|---|---|---|
 AAPL | Apple Inc. | 4.58% | 3.80M | $1.21B |
 MSFT | Microsoft Corporation | 2.23% | 1.50M | $587.03M |
 XOM | Exxon Mobil Corporation | 2.23% | 4.05M | $586.13M |
 GOOGL | Alphabet Inc. | 1.90% | 1.41M | $499.05M |
 AMZN | Amazon.com, Inc. | 1.76% | 1.87M | $461.83M |
 INTC | Intel Corp. | 1.68% | 4.28M | $441.54M |
 UNH | UnitedHealth Group Incorporated | 1.64% | 1.00M | $430.12M |
 BRK-B | Berkshire Hathaway Inc. | 1.63% | 861.25K | $428.29M |
 JPM | JPMorgan Chase & Co. | 1.57% | 1.24M | $414.13M |
 GOOG | Alphabet Inc. | 1.52% | 1.14M | $399.00M |
 CVX | Chevron Corporation | 1.46% | 2.11M | $384.04M |
 META | Meta Platforms, Inc. | 1.42% | 570.09K | $374.73M |
 JNJ | Johnson & Johnson | 1.06% | 1.08M | $277.84M |
 BAC | Bank of America Corporation | 1.00% | 4.41M | $262.90M |
 WMT | Walmart Inc. | 0.99% | 2.28M | $261.40M |
 MU | Micron Technology, Inc. | 0.97% | 273.12K | $256.14M |
 CVS | CVS Health Corp. | 0.92% | 2.28M | $241.17M |
 VZ | Verizon Communications Inc. | 0.88% | 5.45M | $232.73M |
 C | Citigroup Inc. | 0.85% | 1.59M | $224.12M |
 CSCO | Cisco Systems, Inc. | 0.80% | 1.77M | $211.66M |
SECTOR HOLDINGS
Technology
Financial Services
Healthcare
Communication Services
Energy
Consumer Cyclical
Industrials
Consumer Defensive
Basic Materials
Utilities
Real EstateASSET ALLOCATION BY REGION
United States
Ireland
United Kingdom
Switzerland
Singapore
Bermuda
Puerto RicoSECTOR HOLDINGS
Technology Financial Services Healthcare Communication Services Energy Consumer Cyclical Industrials Consumer Defensive Basic Materials Utilities Real EstateASSET ALLOCATION BY REGION
United States Ireland United Kingdom Switzerland Singapore Bermuda Puerto RicoHoldings (Top 20)
AAPL
Apple Inc.
MSFT
Microsoft Corporation
XOM
Exxon Mobil Corporation
GOOGL
Alphabet Inc.
AMZN
Amazon.com, Inc.
INTC
Intel Corp.
UNH
UnitedHealth Group Incorporated
BRK-B
Berkshire Hathaway Inc.
JPM
JPMorgan Chase & Co.
GOOG
Alphabet Inc.
CVX
Chevron Corporation
META
Meta Platforms, Inc.
JNJ
Johnson & Johnson
BAC
Bank of America Corporation
WMT
Walmart Inc.
MU
Micron Technology, Inc.
CVS
CVS Health Corp.
VZ
Verizon Communications Inc.
C
Citigroup Inc.
CSCO
Cisco Systems, Inc.