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

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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)
567
Total
Institutional Inflows
(last 12 months)
$9.11B
Number of
Institutional Sellers
(last 12 months)
159
Total
Institutional Outflows
(last 12 months)
$59.67M
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FNDX Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Private Wealth Management Group LLC2,586$61K0.0%N/A0.000%
5/2/2025BIP Wealth LLC16,156$381K0.0%+5.7%0.002%
5/2/2025Larson Financial Group LLC56,769$1.34M0.1%-2.6%0.008%
5/2/2025Droms Strauss Advisors Inc. MO ADV192,570$4.55M1.6%-2.1%0.026%
5/2/2025Boyce & Associates Wealth Consulting Inc.12,462$294K0.3%+20.3%0.002%
5/2/2025Firestone Capital Management768,125$18.14M4.8%+2.6%0.105%
5/2/2025Strata Wealth Advisors LLC595,702$14.07M4.4%-2.0%0.081%
5/2/2025Arcadia Investment Advisors LLC49,272$1.16M0.7%-1.1%0.007%
5/2/2025Sigma Planning Corp97,040$2.29M0.1%+192.8%0.013%
5/1/2025Key Financial Inc1,346$32K0.0%+79.5%0.000%
5/1/2025Whitener Capital Management Inc.100,317$2.37M0.7%+2.4%0.014%
5/1/2025Woodside Wealth Management LLC1,041$25K0.0%N/A0.000%
5/1/2025TruNorth Capital Management LLC718,977$16.98M4.2%+9.4%0.098%
5/1/2025Westmount Partners LLC79,827$1.89M0.6%N/A0.011%
5/1/2025Curtis Advisory Group LLC19,120$451K0.1%-26.9%0.003%
5/1/2025Bridge Generations Wealth Management LLC1,169$28K0.0%+171.2%0.000%
4/30/2025 Cerity Partners LLC591,456$13.96M0.0%+0.2%0.080%
4/30/2025 Phillips Financial Management LLC3,253$77K0.0%N/A0.000%
4/30/2025 Financial Synergies Wealth Advisors Inc.56,968$1.35M0.2%+0.8%0.008%
4/30/2025 Alps Advisors Inc.1,385,646$32.72M0.2%+0.1%0.189%
4/30/2025 Allworth Financial LP154,104$3.49M0.0%+64.6%0.021%
4/30/2025 Index Fund Advisors Inc.10,842$256K0.0%-11.2%0.001%
4/30/2025 Leavell Investment Management Inc.285,014$6.73M0.3%+2.8%0.039%
4/30/2025 Axxcess Wealth Management LLC8,693$205K0.0%N/A0.001%
4/30/2025 Cornerstone Planning Group LLC1,433,911$31.99M7.6%+5.7%0.195%
4/30/2025 Stratos Wealth Partners LTD.23,252$549K0.0%-61.8%0.003%
4/30/2025 Brown Financial Advisory16,897$399K0.2%N/A0.002%
4/30/2025 Brown Advisory Inc.33,615$794K0.0%+197.9%0.005%
4/29/2025 Fairway Wealth LLC4,935$117K0.0%N/A0.001%
4/29/2025 U.S. Capital Wealth Advisors LLC493,947$11.66M0.4%-4.9%0.067%
4/29/2025 Callan Capital LLC3,755,197$88.66M6.6%+0.9%0.511%
4/29/2025 Capital Advisors Inc. OK21,558$509K0.0%-20.7%0.003%
4/29/2025 Envestnet Asset Management Inc.3,808,227$89.91M0.0%+1.2%0.518%
4/29/2025 Chilton Capital Management LLC24,245$572K0.0%-24.8%0.003%
4/29/2025 Bank of New York Mellon Corp117,044$2.76M0.0%-2.8%0.016%
4/29/2025 Morris Financial Concepts Inc.14,823$350K0.1%-4.7%0.002%
4/29/2025 Phil A. Younker & Associates Ltd.23,156$547K0.5%+28.6%0.003%
4/29/2025 OneDigital Investment Advisors LLC547,174$12.92M0.2%-7.2%0.074%
4/29/2025 Silver Oak Securities Incorporated16,436$384K0.0%+5.5%0.002%
4/29/2025 Sterling Financial Planning Inc.408,307$9.64M3.5%+2.7%0.056%
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4/29/2025 Values Added Financial LLC49,704$1.17M0.7%+8.5%0.007%
4/28/2025 Milestone Investment Advisors LLC329,416$7.78M2.2%-4.8%0.045%
4/28/2025 Resonant Capital Advisors LLC1,260,697$29.77M2.1%+3.9%0.172%
4/28/2025 Sebold Capital Management Inc.166,634$3.93M2.6%+2.3%0.023%
4/28/2025 Novem Group106,750$2.52M0.4%-35.1%0.015%
4/28/2025 Private Trust Co. NA1,971$47K0.0%N/A0.000%
4/28/2025 Cidel Asset Management Inc.264,213$6.24M0.4%+1.4%0.036%
4/25/2025 Lodestar Private Asset Management LLC113,675$2.68M0.3%+0.9%0.016%
4/25/2025 Smith Salley Wealth Management11,680$276K0.0%N/A0.002%
4/25/2025 Red Tortoise LLC239,711$5.66M2.9%+10.3%0.033%
4/25/2025 Koshinski Asset Management Inc.21,481$507K0.0%-14.7%0.003%
4/25/2025 Prairiewood Capital LLC1,441,257$34.03M13.8%+5.2%0.197%
4/25/2025 MidAtlantic Capital Management Inc.51,724$1.22M1.0%-5.7%0.007%
4/25/2025 Nicholson Meyer Capital Management Inc.397,878$9.39M8.6%N/A0.054%
4/25/2025 Nabity Jensen Investment Management Inc35,507$838K0.6%+7.2%0.005%
4/25/2025 Pacific Wealth Strategies Group Inc.266,422$6.29M4.7%+1.2%0.036%
4/25/2025 Valley National Advisers Inc.52,675$1.24M0.2%-4.2%0.007%
4/25/2025 Canandaigua National Trust Co of Florida14,520$343K0.3%-42.2%0.002%
4/25/2025 Washington Trust Advisors Inc.782,907$18.48M1.6%-0.2%0.107%
4/25/2025 Ameritas Advisory Services LLC68,777$1.63M0.1%+1.2%0.009%
4/25/2025 Wealthstar Advisors LLC107,431$2.54M1.2%+14.0%0.015%
4/25/2025 Avidian Wealth Enterprises LLC206,337$4.87M0.2%+0.5%0.028%
4/25/2025 Root Financial Partners LLC8,972$212K0.0%N/A0.001%
4/24/2025 Cambridge Advisors Inc.129,506$3.06M0.7%-2.2%0.018%
4/24/2025 Reston Wealth Management LLC2,176,431$51.39M20.8%+4.3%0.297%
4/24/2025 Bartlett & CO. Wealth Management LLC959,046$22.64M0.3%+3.5%0.131%
4/24/2025 Oak Wealth Advisors LLC9,794$231K0.2%-7.3%0.001%
4/24/2025 Capasso Planning Partners LLC109,413$2.58M1.1%-17.1%0.015%
4/23/2025 Western Wealth Management LLC18,880$446K0.0%+40.1%0.003%
4/23/2025 Creative Financial Designs Inc. ADV23,555$556K0.0%+3.8%0.003%
4/23/2025 Sequoia Financial Advisors LLC132,044$3.12M0.0%+11.1%0.018%
4/23/2025 Kavar Capital Partners Group LLC1,450,222$34.24M5.7%+4.1%0.198%
4/23/2025 Perigon Wealth Management LLC108,110$2.55M0.1%+16.3%0.015%
4/23/2025 White Pine Investment CO593,076$14.00M3.8%-0.2%0.081%
4/23/2025 First Pacific Financial10,505$248K0.1%+124.1%0.001%
4/23/2025 Northland Capital Management LLC449,350$10.61M7.2%+0.7%0.061%
4/23/2025 Spire Wealth Management73,408$1.73M0.1%+5.4%0.010%
4/23/2025 Global Assets Advisory LLC72,210$1.61M0.3%N/A0.010%
4/23/2025 Koesten Hirschmann & Crabtree INC.1,804,339$42.60M24.4%+2.3%0.247%
4/23/2025 Archford Capital Strategies LLC171,783$4.06M0.6%-49.2%0.023%
4/23/2025 International Assets Investment Management LLC9,406$222K0.0%N/A0.001%
4/23/2025 Sheets Smith Wealth Management53,154$1.26M0.2%+25.9%0.007%
4/23/2025 Symphony Financial Ltd. Co.15,234$360K0.2%N/A0.002%
4/23/2025 Systelligence LLC448,600$10.59M2.5%+0.7%0.061%
4/23/2025 Consolidated Portfolio Review Corp51,418$1.21M0.2%+13.0%0.007%
4/23/2025 Johnson Bixby & Associates LLC91,202$2.15M0.3%+8.9%0.012%
4/23/2025 SC&H Financial Advisors Inc.10,793$255K0.1%-9.8%0.001%
4/23/2025 Guardian Financial Partners LLC260,082$6.14M2.9%+9.9%0.036%
4/23/2025 Eagle Strategies LLC541,118$12.78M2.2%+5.1%0.074%
4/23/2025 Valmark Advisers Inc.29,823$704K0.0%N/A0.004%
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4/23/2025 EQ Wealth Advisors LLC33,317$787K0.6%-12.1%0.005%
4/23/2025 Continuum Advisory LLC22,165$523K0.1%+11.1%0.003%
4/22/2025 Consolidated Planning Corp859,484$20.29M2.8%+1.5%0.117%
4/22/2025 Yoder Wealth Management Inc.69,347$1.64M0.9%-2.8%0.009%
4/22/2025 JFS Wealth Advisors LLC1,851$44K0.0%N/A0.000%
4/22/2025 Flagship Harbor Advisors LLC65,381$1.54M0.1%+1.6%0.009%
4/22/2025 Pennsylvania Capital Management Inc. ADV361,674$8.54M3.1%+94.2%0.049%
4/22/2025 Cambridge Investment Research Advisors Inc.1,715,830$40.51M0.1%-5.5%0.234%
4/22/2025 WealthCare Investment Partners LLC129,264$2.79M1.2%+13.0%0.018%
4/22/2025 Manning & Napier Advisors LLC438,218$10.35M0.1%-0.8%0.060%
(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, 668 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. ($9.31B), Charles Schwab Investment Advisory Inc. ($8.62B), Captrust Financial Advisors ($353.82M), Signature Estate & Investment Advisors LLC ($246.02M), McAdam LLC ($215.73M), Northwest Bancshares Inc. ($148.76M), and Steele Capital Management Inc. ($142.95M).Learn more on FNDX's institutional investors.

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

Of the 644 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 ($10.45M), Charles Schwab Investment Advisory Inc. ($10.06M), McAdam LLC ($7.00M), Steele Capital Management Inc. ($6.05M), and Ameriprise Financial Inc. ($3.55M).

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

Institutional investors have bought a total of 408,930,374 shares in the last 24 months. This purchase volume represents approximately $9.58B in transactions.

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

Of the 256 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: Tanglewood Wealth Management Inc. ($592.37K), Arlington Financial Advisors LLC ($383.97K), Cambridge Investment Research Advisors Inc. ($263.47K), Osaic Holdings Inc. ($262.85K), Connectus Wealth LLC ($260.11K), Prism Advisors Inc. ($178.86K), and Archford Capital Strategies LLC ($166.52K).

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

Institutional investors have sold a total of 5,274,977 shares in the last 24 months. This volume of shares sold represents approximately $112.37M in transactions.


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This page (NYSEARCA:FNDX) was last updated on 5/2/2025 by MarketBeat.com Staff
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