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

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$23.45 -0.06 (-0.26%)
Closing price 05/22/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Number of
Institutional Buyers
(last 12 months)
587
Total
Institutional Inflows
(last 12 months)
$9.39B
Number of
Institutional Sellers
(last 12 months)
187
Total
Institutional Outflows
(last 12 months)
$303.63M
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FNDX Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2025 Rollins Financial Advisors LLC318,375$7.52M1.3%+2.0%0.042%
5/21/2025 Westbourne Investments Inc.40,350$953K0.6%-1.2%0.005%
5/21/2025 McAdam LLC8,085,589$190.90M11.8%-11.2%1.078%
5/21/2025 Geneos Wealth Management Inc.6,063$143K0.0%+19.3%0.001%
5/21/2025 Schmidt P J Investment Management Inc.328,186$7.75M1.4%-3.1%0.044%
5/20/2025 Fortis Capital Advisors LLC1,268,807$29.96M6.1%N/A0.169%
5/20/2025 Belpointe Asset Management LLC1,268,807$29.96M1.6%N/A0.169%
5/20/2025 Focus Partners Wealth1,427,739$33.71M0.1%+1.4%0.190%
5/20/2025 Integrity Alliance LLC.263,449$6.22M0.2%+1,243.2%0.035%
5/19/2025 Jane Street Group LLC88,523$2.09M0.0%+39.9%0.012%
5/16/2025 Prostatis Group LLC63,378$1.50M0.5%+50.0%0.009%
5/16/2025 Arete Wealth Advisors LLC472,765$11.16M0.8%+10.8%0.064%
5/16/2025 Bell Investment Advisors Inc2,141,066$50.55M9.3%+2.7%0.291%
5/16/2025 Signature Estate & Investment Advisors LLC7,417,222$175.12M4.6%-28.6%1.009%
5/16/2025 Jones Financial Companies Lllp157,991$3.73M0.0%-15.1%0.022%
5/16/2025 Aberdeen Wealth Management LLC86,929$2.05M1.4%N/A0.012%
5/16/2025 Financial Strategies Group Inc.827,387$18.39M4.3%-1.2%0.113%
5/16/2025 NewEdge Advisors LLC79,580$1.88M0.0%+0.9%0.011%
5/16/2025 Integrated Wealth Concepts LLC79,586$1.88M0.0%+21.7%0.011%
5/16/2025 Clark Capital Management Group Inc.1,299,355$30.68M0.2%-14.4%0.177%
5/16/2025 AQR Capital Management LLC31,315$739K0.0%N/A0.004%
5/16/2025 AlTi Global Inc.331,864$7.84M0.2%-0.8%0.045%
5/16/2025 Ancora Advisors LLC6,602$156K0.0%+2,519.8%0.001%
5/15/2025 EP Wealth Advisors LLC75,128$1.77M0.0%+8.3%0.010%
5/15/2025 Capital Investment Counsel LLC11,025$260K0.0%-18.0%0.002%
5/15/2025 Royal Bank of Canada678,275$16.01M0.0%+12.0%0.092%
5/15/2025 MAI Capital Management379,204$8.95M0.1%+2.4%0.052%
5/15/2025 FRG Family Wealth Advisors LLC141,953$3.35M0.6%+5.0%0.019%
5/15/2025 Certior Financial Group LLC13,207$312K0.3%-5.5%0.002%
5/15/2025 Baird Financial Group Inc.26,274$620K0.0%N/A0.004%
5/15/2025 Graney & King LLC2,021$48K0.0%+1,598.3%0.000%
5/14/2025 Ieq Capital LLC136,159$3.22M0.0%+63.8%0.019%
5/14/2025 Quadcap Wealth Management LLC367,968$8.69M1.3%-56.9%0.050%
5/14/2025 WCG Wealth Advisors LLC22,219$525K0.0%+20.7%0.003%
5/14/2025 Comerica Bank7,214$170K0.0%-33.3%0.001%
5/14/2025 Synovus Financial Corp152,539$3.60M0.0%-13.7%0.021%
5/14/2025 Legend Financial Advisors Inc.385,869$9.11M6.7%-5.5%0.053%
5/14/2025 Cedar Point Capital Partners LLC440,841$10.41M7.0%+1.5%0.060%
5/14/2025 Smartleaf Asset Management LLC6,099$143K0.0%+12,606.3%0.001%
5/14/2025 Northwestern Mutual Wealth Management Co.768,194$18.14M0.0%-42.7%0.105%
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5/14/2025 Haverford Trust Co984,960$23.26M0.2%+15.5%0.134%
5/14/2025 Sax Wealth Advisors LLC10,128$239K0.0%N/A0.001%
5/14/2025 Kestra Advisory Services LLC720,890$17.02M0.1%-38.6%0.098%
5/14/2025 Ameriprise Financial Inc.7,764,205$183.32M0.0%+31.9%1.057%
5/14/2025 CW Advisors LLC481,186$11.37M0.1%N/A0.065%
5/14/2025 Aufman Associates Inc96,175$2.27M1.6%+627.9%0.013%
5/14/2025 Elevate Wealth Advisory Inc.8,874$210K0.1%-9.8%0.001%
5/14/2025 Capital Analysts LLC19,470$460K0.0%-51.4%0.003%
5/14/2025 Tradition Wealth Management LLC561,241$13.25M1.2%+2.5%0.076%
5/14/2025 Paradigm Capital Management LLC NV11,595$274K0.3%-87.8%0.002%
5/14/2025 Lee Financial Co2,491,933$58.84M9.0%-0.1%0.339%
5/13/2025 Aptus Capital Advisors LLC33,233$785K0.0%+4.1%0.005%
5/13/2025 Allen Wealth Management LLC963,381$22.75M15.7%+1.9%0.131%
5/13/2025 Freestone Capital Holdings LLC33,383$788K0.0%-1.9%0.005%
5/13/2025 Raymond James Financial Inc.542,336$12.81M0.0%+12.8%0.074%
5/13/2025 Cowa LLC194,881$4.60M1.9%+4.8%0.027%
5/13/2025 Cresset Asset Management LLC11,510$272K0.0%-77.4%0.002%
5/13/2025 Nations Financial Group Inc. IA ADV60,717$1.43M0.1%+21.9%0.008%
5/13/2025 FCA Corp TX143,518$3.39M1.1%-4.3%0.020%
5/13/2025 Trivium Point Advisory LLC36,647$865K0.1%-75.2%0.005%
5/13/2025 Kovitz Investment Group Partners LLC21,670$512K0.0%-5.9%0.003%
5/13/2025 NFP Retirement Inc.40,495$956K0.1%+12.6%0.006%
5/13/2025 HRC Wealth Management LLC31,554$745K0.5%+1.8%0.004%
5/13/2025 Dagco Inc.1,408$33K0.0%N/A0.000%
5/13/2025 Russell Investments Group Ltd.12,284$290K0.0%+90.5%0.002%
5/13/2025 HighTower Advisors LLC1,586,857$37.47M0.1%+3.1%0.216%
5/12/2025 Financial Engines Advisors L.L.C.12,609$298K0.0%-36.7%0.002%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors26,819$633K0.1%-18.7%0.004%
5/12/2025 Meridian Wealth Management LLC123,484$2.92M0.1%-2.4%0.017%
5/12/2025 Operose Advisors LLC5,969$141K0.0%N/A0.001%
5/12/2025 Independent Advisor Alliance9,881$233K0.0%-43.4%0.001%
5/12/2025 SouthState Corp42,108$994K0.0%+406.7%0.006%
5/12/2025 Cobblestone Capital Advisors LLC NY429,272$10.14M0.6%-0.9%0.058%
5/12/2025 True North Advisors LLC130,164$3.07M0.5%N/A0.018%
5/12/2025 Darrow Company Inc.248,825$5.87M3.3%+4.9%0.034%
5/12/2025 Avant Capital LLC219,310$5.18M4.3%+2.1%0.030%
5/12/2025 First Western Trust Bank11,794$278K0.0%N/A0.002%
5/12/2025 Townsquare Capital LLC37,326$881K0.0%+80.3%0.005%
5/12/2025 Integrity Financial Corp WA4,770$113K0.1%N/A0.001%
5/12/2025 Savvy Advisors Inc.112,795$2.66M0.3%+1.5%0.015%
5/12/2025 AlphaCore Capital LLC13,616$321K0.0%N/A0.002%
5/12/2025 Ironwood Investment Counsel LLC376,866$8.90M1.5%+8.4%0.051%
5/9/2025 R. W. Roge & Company Inc.84,151$1.99M1.1%-6.4%0.011%
5/9/2025 Roof Eidam Maycock Peralta LLC111,486$2.63M0.7%-33.0%0.015%
5/9/2025 Chicago Partners Investment Group LLC52,454$1.21M0.0%+1.3%0.007%
5/9/2025 Charles Schwab Investment Management Inc.389,342,451$9.19B1.7%-1.0%52.990%
5/9/2025 Nicholas Hoffman & Company LLC.395,465$9.34M0.3%-3.9%0.054%
5/9/2025 WealthShield Partners LLC1,881$44K0.0%+40.4%0.000%
5/9/2025 Exencial Wealth Advisors LLC189,311$4.47M0.2%-1.6%0.026%
5/9/2025 Wealthspire Advisors LLC223,466$5.28M0.0%+109.6%0.030%
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5/9/2025 Financial Connections Group Inc.4,564$107K0.0%N/A0.001%
5/9/2025 Atria Wealth Solutions Inc.45,514$1.08M0.0%-40.9%0.006%
5/9/2025 Empower Advisory Group LLC16,638$393K0.0%+7.5%0.002%
5/9/2025 Thoroughbred Financial Services LLC220,129$5.20M0.3%+13.9%0.030%
5/9/2025 Ackerman Capital Advisors LLC11,066$261K0.1%-6.4%0.002%
5/9/2025 Boulay Financial Advisors LLC6,271,529$140.07M46.8%N/A0.854%
5/9/2025 Solitude Financial Services910,560$21.50M8.3%-3.7%0.124%
5/9/2025 Earned Wealth Advisors LLC12,097$286K0.1%N/A0.002%
5/9/2025 Commonwealth Equity Services LLC1,886,838$44.55M0.1%+7.1%0.257%
5/9/2025 Blair William & Co. IL27,313$645K0.0%+2.3%0.004%
(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, 680 institutional investors and hedge funds held shares of Schwab Fundamental U.S. Large Company Index ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($9.19B), Charles Schwab Investment Advisory Inc. ($8.62B), Captrust Financial Advisors ($353.82M), McAdam LLC ($190.90M), Ameriprise Financial Inc. ($183.32M), Signature Estate & Investment Advisors LLC ($175.12M), and Northwest Bancshares Inc. ($148.76M).Learn more on FNDX's institutional investors.

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

Of the 658 institutional investors that purchased Schwab Fundamental U.S. Large Company Index ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Management Inc. ($262.84M), Captrust Financial Advisors ($10.82M), Signature Estate & Investment Advisors LLC ($8.06M), Charles Schwab Investment Advisory Inc. ($7.27M), McAdam LLC ($7.00M), Boulay Financial Advisors LLC ($6.27M), and Steele Capital Management Inc. ($6.05M).

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

Institutional investors have bought a total of 416,376,040 shares in the last 24 months. This purchase volume represents approximately $9.79B in transactions.

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

Of the 273 institutional investors that sold Schwab Fundamental U.S. Large Company Index ETF 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 ($3.03M), McAdam LLC ($1.02M), BlueStem Wealth Partners LLC ($671.88K), Northwestern Mutual Wealth Management Co. ($573.29K), Tanglewood Wealth Management Inc. ($540.15K), and Quadcap Wealth Management LLC ($485.42K).

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

Institutional investors have sold a total of 15,452,149 shares in the last 24 months. This volume of shares sold represents approximately $355.93M in transactions.



This page (NYSEARCA:FNDX) was last updated on 5/23/2025 by MarketBeat.com Staff
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