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Schwab Fundamental U.S. Large Company ETF (FNDX) Institutional Ownership

Schwab Fundamental U.S. Large Company ETF logo
$26.45 +0.03 (+0.11%)
Closing price 10/8/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX)

Number of
Institutional Buyers
(last 12 months)
628
Total
Institutional Inflows
(last 12 months)
$10.12B
Number of
Institutional Sellers
(last 12 months)
226
Total
Institutional Outflows
(last 12 months)
$412.74M
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FNDX Institutional Buying and Selling by Quarter

Schwab Fundamental U.S. Large Company ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2025Armstrong Advisory Group Inc.2,773$73K0.0%+346.5%0.000%
10/8/2025Asset Allocation Strategies LLC524,916$13.81M2.7%+10.1%0.067%
10/7/2025 Lbmc Investment Advisors LLC58,923$1.55M0.1%-6.4%0.008%
10/7/2025 Channel Wealth LLC27,954$735K0.2%-9.7%0.004%
10/7/2025 Canandaigua National Trust Co of Florida13,920$366K0.3%-43.3%0.002%
10/7/2025 Salem Investment Counselors Inc.59,503$1.57M0.0%-4.3%0.008%
10/7/2025 Sonora Investment Management Group LLC28,199$742K0.1%+8.3%0.004%
10/7/2025 Nova Wealth Management Inc.13,747$362K0.3%-12.1%0.002%
10/6/2025 Destiny Wealth Partners LLC13,389$352K0.0%+10.3%0.002%
10/6/2025 ARS Wealth Advisors Group LLC12,792$336K0.0%N/A0.002%
10/6/2025 Collective Family Office LLC278,792$7.33M1.8%+2.0%0.036%
10/6/2025 Wisconsin Wealth Advisors LLC12,389$326K0.3%-14.0%0.002%
10/6/2025 Moller Wealth Partners938,733$24.69M5.1%+7.4%0.121%
10/3/2025 Summit Financial Wealth Advisors LLC11,962$316K0.0%-4.7%0.002%
9/29/2025 Summit Financial Wealth Advisors LLC12,552$308K0.1%+47.1%0.002%
9/26/2025Corient Private Wealth LLC909,850$22.33M0.0%-3.2%0.120%
9/12/2025Valeo Financial Advisors LLC86,083$2.11M0.0%-3.7%0.011%
9/4/2025Osaic Holdings Inc.1,867,518$45.79M0.1%-20.5%0.246%
9/3/2025American Trust479,917$11.78M1.1%N/A0.063%
8/29/2025Centaurus Financial Inc.5,518$135K0.0%-17.6%0.001%
8/27/2025Orion Porfolio Solutions LLC118,721$2.91M0.0%+31.4%0.016%
8/26/2025Thrivent Financial for Lutherans13,141$322K0.0%N/A0.002%
8/22/2025TT Capital Management LLC31,200$706K0.2%N/A0.004%
8/19/2025B. Riley Wealth Advisors Inc.8,220$202K0.0%N/A0.001%
8/19/2025Advisory Services Network LLC90,206$2.23M0.0%+6.2%0.012%
8/16/2025Evergreen Capital Management LLC14,013$344K0.0%+24.9%0.002%
8/15/2025Tower Research Capital LLC TRC 87,061$2.14M0.1%+769.4%0.011%
8/15/2025Asset Allocation Strategies LLC476,707$11.70M2.2%+12.1%0.063%
8/15/2025Urban Financial Advisory Corp592,575$14.54M7.3%+16.1%0.078%
8/15/2025Corient Private Wealth LLC1,819,924$44.66M0.1%+93.6%0.239%
8/15/2025Equitable Holdings Inc.174,624$4.29M0.0%+14.8%0.023%
8/15/2025Captrust Financial Advisors16,304,295$400.11M0.9%+5.0%2.146%
8/15/2025Lantern Wealth Advisors LLC22,120$543K0.3%N/A0.003%
8/15/2025Smartleaf Asset Management LLC4,607$113K0.0%-24.5%0.001%
8/15/2025Oxford Financial Group LTD. LLC1,059,490$26M1.5%-3.9%0.139%
8/15/2025Orion Porfolio Solutions LLC354,274$9.22M0.1%+292.1%0.047%
8/15/2025MML Investors Services LLC402,617$9.88M0.0%+16.1%0.053%
8/15/2025IHT Wealth Management LLC56,984$1.40M0.0%-2.1%0.007%
8/15/2025Great Valley Advisor Group Inc.967,375$23.74M0.5%+36.2%0.127%
8/15/2025EP Wealth Advisors LLC574,387$14.10M0.1%+664.5%0.076%
8/15/2025Curi Capital LLC9,748$239K0.0%N/A0.001%
8/15/2025BNP Paribas Financial Markets350,010$8.59M0.0%+1,346,092.3%0.046%
8/15/2025Bank of America Corp DE2,954,362$72.50M0.0%-2.0%0.389%
8/15/2025Ameriprise Financial Inc.8,113,872$199.15M0.0%+4.5%1.068%
8/15/2025Aberdeen Wealth Management LLC90,929$2.23M1.5%+4.6%0.012%
8/14/2025Jane Street Group LLC19,839$487K0.0%-77.6%0.003%
8/14/2025Ausdal Financial Partners Inc.28,089$689K0.0%-3.0%0.004%
8/14/2025Raymond James Financial Inc.550,528$13.51M0.0%+1.5%0.072%
8/14/2025Darwin Wealth Management LLC16,252$399K0.1%N/A0.002%
8/14/2025Quantinno Capital Management LP195,631$4.80M0.0%+5.9%0.026%
8/14/2025Peapack Gladstone Financial Corp407,571$10.00M0.1%+41.2%0.054%
8/14/2025HUB Investment Partners LLC29,833$732K0.0%+3.2%0.004%
8/14/2025Ieq Capital LLC132,018$3.24M0.0%-3.0%0.017%
8/14/2025Main Street Financial Solutions LLC164,930$4.05M0.3%-8.6%0.022%
8/14/2025FWL Investment Management LLC2,391$59K0.0%N/A0.000%
8/14/2025FAS Wealth Partners Inc.8,855$217K0.0%-7.5%0.001%
8/14/2025Heritage Wealth Management Inc.26,277$645K0.2%N/A0.003%
8/14/2025Qube Research & Technologies Ltd17,039$418K0.0%+6,798.4%0.002%
8/14/2025Financial Strategies Group Inc.858,364$21.38M4.5%+3.7%0.113%
8/14/2025Cerity Partners LLC558,014$13.69M0.0%-5.7%0.073%
8/13/2025Avestar Capital LLC55,762$1.37M0.1%-2.3%0.007%
8/13/2025Brown Advisory Inc.9,086$223K0.0%-73.0%0.001%
8/13/2025Milestone Investment Advisors LLC332,021$8.15M2.1%+0.8%0.044%
8/13/2025Baird Financial Group Inc.26,919$661K0.0%+2.5%0.004%
8/13/2025Crescent Grove Advisors LLC10,216$251K0.0%N/A0.001%
8/13/2025CW Advisors LLC470,486$11.55M0.1%-2.2%0.062%
8/13/2025WCG Wealth Advisors LLC52,026$1.28M0.1%+134.2%0.007%
8/13/2025Beacon Pointe Advisors LLC83,483$2.05M0.0%+76.4%0.011%
8/13/2025Fisher Asset Management LLC13,126$322K0.0%-36.7%0.002%
8/13/2025Lido Advisors LLC138,500$3.40M0.0%+22.6%0.018%
8/13/2025Kuhn & Co Investment Counsel38,161$936K0.7%+32.9%0.005%
8/13/2025Northwestern Mutual Wealth Management Co.751,724$18.45M0.0%-2.1%0.099%
8/13/2025Quadrant Capital Group LLC3,146,237$77.21M2.8%-28.3%0.414%
8/13/2025Russell Investments Group Ltd.10,885$267K0.0%-11.4%0.001%
8/12/2025J.W. Cole Advisors Inc.44,832$1.10M0.0%N/A0.006%
8/12/2025Blueprint Financial Advisors LLC193,109$4.74M1.5%N/A0.025%
8/12/2025Steward Partners Investment Advisory LLC32,032$786K0.0%+6.3%0.004%
8/12/2025Quadcap Wealth Management LLC378,479$9.29M1.2%+2.9%0.050%
8/12/2025CreativeOne Wealth LLC20,557$504K0.0%-5.2%0.003%
8/12/2025Global Retirement Partners LLC177,767$4.36M0.1%N/A0.023%
8/12/2025Shakespeare Wealth Management LLC177,759$4.36M1.2%+0.4%0.023%
8/12/2025J. L. Bainbridge & Co. Inc.20,737$509K0.0%-6.5%0.003%
8/12/2025Charles Schwab Investment Management Inc.402,245,815$9.87B1.7%+3.3%52.934%
8/12/2025Soundwatch Capital LLC19,076$468K0.0%N/A0.003%
8/12/2025Pettyjohn Wood & White Inc.10,425$256K0.0%+10.9%0.001%
8/12/2025Cowa LLC219,075$5.38M2.1%+12.4%0.029%
8/12/2025AlphaCore Capital LLC3,396,569$83.35M3.2%+24,845.4%0.447%
8/12/2025Franklin Resources Inc.14,595$358K0.0%N/A0.002%
8/12/2025Blueprint Investment Partners LLC151,487$3.72M0.7%N/A0.020%
8/12/2025MAI Capital Management386,071$9.47M0.1%+1.8%0.051%
8/12/2025JPMorgan Chase & Co.135,035$3.31M0.0%-28.6%0.018%
8/12/2025 Wisconsin Wealth Advisors LLC14,406$354K0.4%N/A0.002%
8/12/2025Howe & Rusling Inc.30,031$737K0.1%+26.6%0.004%
8/12/2025NFP Retirement Inc.51,988$1.28M0.1%+28.4%0.007%
8/11/2025Traub Capital Management LLC17,820$437K0.4%N/A0.002%
8/11/2025Wealthspire Advisors LLC95,502$2.34M0.0%-57.3%0.013%
8/11/2025Pin Oak Investment Advisors Inc.2,922$68K0.1%N/A0.000%
8/11/2025Diversified Portfolios Inc.8,154$200K0.0%N/A0.001%
8/11/2025Pinnacle Wealth Planning Services Inc.71,500$1.76M0.2%N/A0.009%
8/11/2025Western Wealth Management LLC20,124$494K0.0%+6.6%0.003%
(Data available from 1/1/2016 forward)

FNDX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FNDX shares?

During the previous two years, 714 institutional investors and hedge funds held shares of Schwab Fundamental U.S. Large Company ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($9.87B), Charles Schwab Investment Advisory Inc. ($8.62B), Captrust Financial Advisors ($400.11M), McAdam LLC ($202.90M), Ameriprise Financial Inc. ($199.15M), Boulay Financial Advisors LLC ($195.01M), and Signature Estate & Investment Advisors LLC ($191.95M).Learn more on Schwab Fundamental U.S. Large Company ETF's institutional investors.

Which institutional investors have been buying Schwab Fundamental U.S. Large Company ETF's stock?

Of the 700 institutional investors that purchased Schwab Fundamental U.S. Large Company ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Management Inc. ($275.75M), Captrust Financial Advisors ($11.59M), Boulay Financial Advisors LLC ($8.54M), Signature Estate & Investment Advisors LLC ($8.28M), McAdam LLC ($7.08M), Steele Capital Management Inc. ($6.05M), and Ameriprise Financial Inc. ($5.78M).

How much institutional buying is happening at Schwab Fundamental U.S. Large Company ETF?

Institutional investors have bought a total of 426,302,573 shares in the last 24 months. This purchase volume represents approximately $10.12B in transactions.

Which of Schwab Fundamental U.S. Large Company ETF's major shareholders have been selling company stock?

Of the 223 institutional investors that sold Schwab Fundamental U.S. Large Company ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($3.81M), Signature Estate & Investment Advisors LLC ($2.97M), Quadrant Capital Group LLC ($1.24M), McAdam LLC ($1.02M), BlueStem Wealth Partners LLC ($671.88K), Northwestern Mutual Wealth Management Co. ($589.76K), and Quadcap Wealth Management LLC ($485.42K).

How much institutional selling is happening at Schwab Fundamental U.S. Large Company ETF?

Institutional investors have sold a total of 17,288,593 shares in the last 24 months. This volume of shares sold represents approximately $412.74M in transactions.


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This page (NYSEARCA:FNDX) was last updated on 10/9/2025 by MarketBeat.com Staff
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