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

Schwab Fundamental U.S. Large Company ETF logo
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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)
613
Total
Institutional Inflows
(last 12 months)
$9.58B
Number of
Institutional Sellers
(last 12 months)
208
Total
Institutional Outflows
(last 12 months)
$356.04M
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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
8/8/2025PNC Financial Services Group Inc.15,631$384K0.0%-15.4%0.002%
8/8/2025Ironwood Investment Counsel LLC453,479$11.13M1.7%+20.3%0.060%
8/7/2025Midland Wealth Advisors LLC66,222$1.63M0.1%-11.9%0.009%
8/7/2025Wealth Forward LLC490,770$12.04M8.1%-1.0%0.065%
8/7/2025Vise Technologies Inc.11,683$287K0.0%N/A0.002%
8/7/2025Cahill Financial Advisors Inc.658,466$16.16M2.0%-0.1%0.087%
8/7/2025Alpha Cubed Investments LLC19,252$472K0.0%N/A0.003%
8/7/2025Allworth Financial LP173,319$4.25M0.0%+12.5%0.023%
8/7/2025Addison Advisors LLC55,615$1.37M0.3%-1.8%0.007%
8/7/2025Americana Partners LLC8,295$204K0.0%N/A0.001%
8/7/2025Midwest Trust Co21,625$531K0.0%N/A0.003%
8/7/2025Rollins Financial Advisors LLC283,545$6.96M1.1%-10.9%0.037%
8/7/2025HC Advisors LLC8,304$204K0.1%N/A0.001%
8/6/2025 Prospera Financial Services Inc114,263$2.80M0.1%+9.9%0.015%
8/6/2025 AE Wealth Management LLC168,377$4.13M0.0%+7.0%0.022%
8/6/2025 Quadrant Private Wealth Management LLC10,540$259K0.1%N/A0.001%
8/6/2025 KCM Investment Advisors LLC42,262$1.04M0.0%-1.7%0.006%
8/6/2025 Marco Investment Management LLC8,278$203K0.0%N/A0.001%
8/6/2025 Capasso Planning Partners LLC76,734$1.88M1.1%-29.9%0.010%
8/6/2025 Reston Wealth Management LLC2,289,684$56.19M19.7%+5.2%0.302%
8/6/2025 Walkner Condon Financial Advisors LLC14,556$357K0.1%+26.0%0.002%
8/6/2025 Savant Capital LLC123,610$3.03M0.0%+6.7%0.016%
8/6/2025 Paladin Advisory Group LLC1,014$25K0.0%N/A0.000%
8/6/2025 Commonwealth Equity Services LLC2,049,148$50.29M0.1%+8.6%0.270%
8/6/2025 SouthState Corp41,631$1.02M0.0%-1.1%0.005%
8/6/2025 Atlantic Union Bankshares Corp6,312$155K0.0%N/A0.001%
8/6/2025 First Horizon Advisors Inc.7,459$183K0.0%+3,229.9%0.001%
8/6/2025 SNS Financial Group LLC8,217$202K0.0%N/A0.001%
8/6/2025 RFG Bristol Wealth Advisors LLC121,808$2.99M0.9%+5.7%0.016%
8/5/2025 Main Street Research LLC8,541$210K0.0%N/A0.001%
8/5/2025 Pacific Wealth Strategies Group Inc.13,986$346K0.2%-94.8%0.002%
8/5/2025 Next Capital Management LLC85,158$2.09M0.8%+33.8%0.011%
8/5/2025 Freestone Capital Holdings LLC34,805$854K0.0%+4.3%0.005%
8/5/2025 Bank of Montreal Can65,039$1.60M0.0%+10.2%0.009%
8/5/2025 Sigma Planning Corp95,830$2.35M0.1%-1.2%0.013%
8/5/2025 TIAA Trust National Association23,514$577K0.0%+15.2%0.003%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors27,365$672K0.1%+2.0%0.004%
8/5/2025 Sebold Capital Management Inc.170,447$4.18M2.6%+2.3%0.022%
8/4/2025 Integrity Alliance LLC.263,975$6.48M0.4%+0.2%0.035%
8/4/2025 Creative Financial Designs Inc. ADV27,036$663K0.0%+14.8%0.004%
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8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors159,358$3.91M0.5%+3.2%0.021%
8/4/2025 Savvy Advisors Inc.124,189$3.05M0.2%+10.1%0.016%
8/4/2025 Noesis Capital Mangement Corp22,494$552K0.1%+14.0%0.003%
8/4/2025 FRG Family Wealth Advisors LLC144,253$3.54M0.6%+1.6%0.019%
8/4/2025 Assetmark Inc.15,350$377K0.0%+269.0%0.002%
8/4/2025 Keybank National Association OH17,303$425K0.0%N/A0.002%
8/4/2025 Spire Wealth Management5,184$127K0.0%-92.9%0.001%
8/4/2025 Hantz Financial Services Inc.3,786$93K0.0%N/A0.000%
8/1/2025 Cedar Point Capital Partners LLC417,958$10.26M7.2%-5.2%0.055%
8/1/2025 Capital Investment Counsel LLC12,729$312K0.0%+15.5%0.002%
8/1/2025 Clark Asset Management LLC22,761$559K0.1%N/A0.003%
8/1/2025 GWN Securities Inc.10,532$259K0.0%+5.9%0.001%
8/1/2025 SYM FINANCIAL Corp5,562$136K0.0%+92.5%0.001%
8/1/2025 Y Intercept Hong Kong Ltd43,078$1.06M0.0%N/A0.006%
8/1/2025 Cobblestone Capital Advisors LLC NY417,042$10.23M0.5%-2.8%0.055%
8/1/2025 Schmidt P J Investment Management Inc.267,366$6.56M1.1%-18.5%0.035%
8/1/2025 Pasadena Private Wealth LLC669,199$16.42M2.8%+10.8%0.088%
8/1/2025 Envestnet Asset Management Inc.6,394,055$156.91M0.0%+67.9%0.843%
8/1/2025 Chilton Capital Management LLC22,518$553K0.0%-7.1%0.003%
7/31/2025 Resonant Capital Advisors LLC1,321,791$32.44M2.1%+4.8%0.174%
7/31/2025 Cabot Wealth Management Inc.656,846$16.12M1.9%+1.3%0.087%
7/31/2025 Brighton Jones LLC8,789$216K0.0%N/A0.001%
7/31/2025 Leavell Investment Management Inc.288,425$7.08M0.3%+1.2%0.038%
7/31/2025 CVA Family Office LLC189,006$4.64M0.7%-3.6%0.025%
7/31/2025 Guardian Financial Partners LLC291,211$7.15M3.2%+12.0%0.038%
7/31/2025 Focus Partners Advisor Solutions LLC60,505$1.49M0.0%+6.8%0.008%
7/31/2025 Glass Jacobson Investment Advisors llc14,749$362K0.1%+18.6%0.002%
7/31/2025 Washington Trust Advisors Inc.779,628$19.13M1.6%-0.4%0.103%
7/31/2025 Carnegie Investment Counsel42,844$1.05M0.0%+14.6%0.006%
7/31/2025 Strata Wealth Advisors LLC649,671$15.94M4.4%+9.1%0.086%
7/30/2025 Brookstone Capital Management18,025$442K0.0%-16.2%0.002%
7/30/2025 Phillips Financial Management LLC38,095$932K0.1%+1,071.1%0.005%
7/30/2025 Studio Investment Management LLC27,268$669K0.1%+3.3%0.004%
7/30/2025 Mid American Wealth Advisory Group Inc.1,527$37K0.0%N/A0.000%
7/30/2025 Darrow Company Inc.255,428$6.27M3.2%+2.7%0.034%
7/30/2025 Avidian Wealth Enterprises LLC186,558$4.58M0.2%-9.6%0.025%
7/30/2025 Journey Advisory Group LLC261,186$6.41M0.5%-3.4%0.034%
7/30/2025 Crewe Advisors LLC6,785$167K0.0%+59.3%0.001%
7/29/2025 Cidel Asset Management Inc.230,749$5.66M0.3%-12.7%0.030%
7/29/2025 Salomon & Ludwin LLC1,809$45K0.0%+142.2%0.000%
7/29/2025 Mezzasalma Advisors LLC58,069$1.43M0.4%+11.3%0.008%
7/29/2025 Wingate Wealth Advisors Inc.209,862$5.15M4.6%+58.5%0.028%
7/29/2025 Planned Solutions Inc.1,061,948$26.06M9.9%-0.5%0.140%
7/29/2025 Financial Synergies Wealth Advisors Inc.64,585$1.59M0.2%+13.4%0.009%
7/29/2025 Kelman Lazarov Inc.2,334,201$57.28M9.3%+2.4%0.308%
7/29/2025 Systelligence LLC181,770$4.46M0.8%-59.5%0.024%
7/29/2025 Signature Estate & Investment Advisors LLC7,821,721$191.95M4.4%+5.5%1.031%
7/29/2025 May Barnhard Investments LLC38,538$946K0.4%+4.7%0.005%
7/29/2025 Koshinski Asset Management Inc.18,689$459K0.0%-13.0%0.002%
7/29/2025 Private Wealth Management Group LLC1,544$38K0.0%-40.3%0.000%
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7/29/2025 Foster & Motley Inc.265,907$6.53M0.4%+0.6%0.035%
7/29/2025 Private Trust Co. NA3,901$96K0.0%+97.9%0.001%
7/29/2025 Angeles Wealth Management LLC67,485$1.66M0.1%-5.4%0.009%
7/29/2025 Roof Eidam Maycock Peralta LLC108,119$2.65M0.7%-3.0%0.014%
7/29/2025 Harbor Asset Planning Inc.74,893$1.84M1.8%N/A0.010%
7/29/2025 Clearview Wealth Advisors LLC130,166$3.19M2.2%+1.3%0.017%
7/28/2025 WealthPLAN Partners LLC21,788$535K0.1%+2.6%0.003%
7/28/2025 EQ Wealth Advisors LLC203,669$5.00M3.4%+511.3%0.027%
7/28/2025 Sterling Financial Planning Inc.434,117$10.65M3.5%+6.3%0.057%
7/28/2025 Harbour Investments Inc.50,496$1.24M0.0%-17.1%0.007%
(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, 703 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. ($9.19B), Charles Schwab Investment Advisory Inc. ($8.62B), Captrust Financial Advisors ($353.82M), McAdam LLC ($202.90M), Boulay Financial Advisors LLC ($195.01M), Signature Estate & Investment Advisors LLC ($191.95M), and Ameriprise Financial Inc. ($183.32M).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 685 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. ($262.84M), Captrust Financial Advisors ($10.82M), Boulay Financial Advisors LLC ($8.54M), Signature Estate & Investment Advisors LLC ($8.28M), Charles Schwab Investment Advisory Inc. ($7.27M), McAdam LLC ($7.08M), and Steele Capital Management Inc. ($6.05M).

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

Institutional investors have bought a total of 404,257,137 shares in the last 24 months. This purchase volume represents approximately $9.58B in transactions.

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

Of the 207 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), McAdam LLC ($1.02M), BlueStem Wealth Partners LLC ($671.88K), Northwestern Mutual Wealth Management Co. ($573.29K), Quadcap Wealth Management LLC ($485.42K), and Kestra Advisory Services LLC ($453.07K).

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

Institutional investors have sold a total of 14,986,492 shares in the last 24 months. This volume of shares sold represents approximately $356.04M in transactions.


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This page (NYSEARCA:FNDX) was last updated on 8/8/2025 by MarketBeat.com Staff
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