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

Schwab Fundamental U.S. Large Company ETF logo
$25.77 +0.02 (+0.08%)
Closing price 08/28/2025 04:10 PM Eastern
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$25.77 0.00 (0.00%)
As of 08/28/2025 07:05 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)
$10.11B
Number of
Institutional Sellers
(last 12 months)
221
Total
Institutional Outflows
(last 12 months)
$399.57M
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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
8/27/2025 Orion Porfolio Solutions LLC118,721$2.91M0.0%+31.4%0.016%
8/26/2025 Thrivent Financial for Lutherans13,141$322K0.0%N/A0.002%
8/22/2025 TT Capital Management LLC31,200$706K0.2%N/A0.004%
8/19/2025 B. Riley Wealth Advisors Inc.8,220$202K0.0%N/A0.001%
8/19/2025 Advisory Services Network LLC90,206$2.23M0.0%+6.2%0.012%
8/16/2025 Evergreen Capital Management LLC14,013$344K0.0%+24.9%0.002%
8/15/2025 Tower Research Capital LLC TRC 87,061$2.14M0.1%+769.4%0.011%
8/15/2025 Asset Allocation Strategies LLC476,707$11.70M2.2%+12.1%0.063%
8/15/2025 Urban Financial Advisory Corp592,575$14.54M7.3%+16.1%0.078%
8/15/2025 Corient Private Wealth LLC1,819,924$44.66M0.1%+93.6%0.239%
8/15/2025 Equitable Holdings Inc.174,624$4.29M0.0%+14.8%0.023%
8/15/2025 Captrust Financial Advisors16,304,295$400.11M0.9%+5.0%2.146%
8/15/2025 Lantern Wealth Advisors LLC22,120$543K0.3%N/A0.003%
8/15/2025 Smartleaf Asset Management LLC4,607$113K0.0%-24.5%0.001%
8/15/2025 Oxford Financial Group LTD. LLC1,059,490$26M1.5%-3.9%0.139%
8/15/2025 Orion Porfolio Solutions LLC354,274$9.22M0.1%+292.1%0.047%
8/15/2025 MML Investors Services LLC402,617$9.88M0.0%+16.1%0.053%
8/15/2025 IHT Wealth Management LLC56,984$1.40M0.0%-2.1%0.007%
8/15/2025 Great Valley Advisor Group Inc.967,375$23.74M0.5%+36.2%0.127%
8/15/2025 EP Wealth Advisors LLC574,387$14.10M0.1%+664.5%0.076%
8/15/2025 Curi Capital LLC9,748$239K0.0%N/A0.001%
8/15/2025 BNP Paribas Financial Markets350,010$8.59M0.0%+1,346,092.3%0.046%
8/15/2025 Bank of America Corp DE2,954,362$72.50M0.0%-2.0%0.389%
8/15/2025 Ameriprise Financial Inc.8,113,872$199.15M0.0%+4.5%1.068%
8/15/2025 Aberdeen Wealth Management LLC90,929$2.23M1.5%+4.6%0.012%
8/14/2025 Jane Street Group LLC19,839$487K0.0%-77.6%0.003%
8/14/2025 Ausdal Financial Partners Inc.28,089$689K0.0%-3.0%0.004%
8/14/2025 Raymond James Financial Inc.550,528$13.51M0.0%+1.5%0.072%
8/14/2025 Darwin Wealth Management LLC16,252$399K0.1%N/A0.002%
8/14/2025 Quantinno Capital Management LP195,631$4.80M0.0%+5.9%0.026%
8/14/2025 Peapack Gladstone Financial Corp407,571$10.00M0.1%+41.2%0.054%
8/14/2025 HUB Investment Partners LLC29,833$732K0.0%+3.2%0.004%
8/14/2025 Ieq Capital LLC132,018$3.24M0.0%-3.0%0.017%
8/14/2025 Main Street Financial Solutions LLC164,930$4.05M0.3%-8.6%0.022%
8/14/2025 FWL Investment Management LLC2,391$59K0.0%N/A0.000%
8/14/2025 FAS Wealth Partners Inc.8,855$217K0.0%-7.5%0.001%
8/14/2025 Heritage Wealth Management Inc.26,277$645K0.2%N/A0.003%
8/14/2025 Qube Research & Technologies Ltd17,039$418K0.0%+6,798.4%0.002%
8/14/2025 Financial Strategies Group Inc.858,364$21.38M4.5%+3.7%0.113%
8/14/2025 Cerity Partners LLC558,014$13.69M0.0%-5.7%0.073%
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8/13/2025 Avestar Capital LLC55,762$1.37M0.1%-2.3%0.007%
8/13/2025 Brown Advisory Inc.9,086$223K0.0%-73.0%0.001%
8/13/2025 Milestone Investment Advisors LLC332,021$8.15M2.1%+0.8%0.044%
8/13/2025 Baird Financial Group Inc.26,919$661K0.0%+2.5%0.004%
8/13/2025 Crescent Grove Advisors LLC10,216$251K0.0%N/A0.001%
8/13/2025 CW Advisors LLC470,486$11.55M0.1%-2.2%0.062%
8/13/2025 WCG Wealth Advisors LLC52,026$1.28M0.1%+134.2%0.007%
8/13/2025 Beacon Pointe Advisors LLC83,483$2.05M0.0%+76.4%0.011%
8/13/2025 Fisher Asset Management LLC13,126$322K0.0%-36.7%0.002%
8/13/2025 Lido Advisors LLC138,500$3.40M0.0%+22.6%0.018%
8/13/2025 Kuhn & Co Investment Counsel38,161$936K0.7%+32.9%0.005%
8/13/2025 Northwestern Mutual Wealth Management Co.751,724$18.45M0.0%-2.1%0.099%
8/13/2025 Quadrant Capital Group LLC3,146,237$77.21M2.8%-28.3%0.414%
8/13/2025 Russell Investments Group Ltd.10,885$267K0.0%-11.4%0.001%
8/12/2025 J.W. Cole Advisors Inc.44,832$1.10M0.0%N/A0.006%
8/12/2025 Blueprint Financial Advisors LLC193,109$4.74M1.5%N/A0.025%
8/12/2025 Steward Partners Investment Advisory LLC32,032$786K0.0%+6.3%0.004%
8/12/2025 Quadcap Wealth Management LLC378,479$9.29M1.2%+2.9%0.050%
8/12/2025 CreativeOne Wealth LLC20,557$504K0.0%-5.2%0.003%
8/12/2025 Global Retirement Partners LLC177,767$4.36M0.1%N/A0.023%
8/12/2025 Shakespeare Wealth Management LLC177,759$4.36M1.2%+0.4%0.023%
8/12/2025 J. L. Bainbridge & Co. Inc.20,737$509K0.0%-6.5%0.003%
8/12/2025 Charles Schwab Investment Management Inc.402,245,815$9.87B1.7%+3.3%52.934%
8/12/2025 Soundwatch Capital LLC19,076$468K0.0%N/A0.003%
8/12/2025 Pettyjohn Wood & White Inc.10,425$256K0.0%+10.9%0.001%
8/12/2025 Cowa LLC219,075$5.38M2.1%+12.4%0.029%
8/12/2025 AlphaCore Capital LLC3,396,569$83.35M3.2%+24,845.4%0.447%
8/12/2025 Franklin Resources Inc.14,595$358K0.0%N/A0.002%
8/12/2025 Blueprint Investment Partners LLC151,487$3.72M0.7%N/A0.020%
8/12/2025 MAI Capital Management386,071$9.47M0.1%+1.8%0.051%
8/12/2025 JPMorgan Chase & Co.135,035$3.31M0.0%-28.6%0.018%
8/12/2025 Wisconsin Wealth Advisors LLC14,406$354K0.4%N/A0.002%
8/12/2025 Howe & Rusling Inc.30,031$737K0.1%+26.6%0.004%
8/12/2025 NFP Retirement Inc.51,988$1.28M0.1%+28.4%0.007%
8/11/2025 Traub Capital Management LLC17,820$437K0.4%N/A0.002%
8/11/2025 Wealthspire Advisors LLC95,502$2.34M0.0%-57.3%0.013%
8/11/2025 Pin Oak Investment Advisors Inc.2,922$68K0.1%N/A0.000%
8/11/2025 Diversified Portfolios Inc.8,154$200K0.0%N/A0.001%
8/11/2025 Pinnacle Wealth Planning Services Inc.71,500$1.76M0.2%N/A0.009%
8/11/2025 Western Wealth Management LLC20,124$494K0.0%+6.6%0.003%
8/11/2025 Bell Investment Advisors Inc2,130,599$52.29M9.0%-0.5%0.281%
8/8/2025 Firestone Capital Management763,834$18.74M4.4%-0.6%0.101%
8/8/2025 Rockefeller Capital Management L.P.21,828$536K0.0%+22.6%0.003%
8/8/2025 Kingsview Wealth Management LLC289,320$7.10M0.1%+0.3%0.038%
8/8/2025 Thoroughbred Financial Services LLC177,171$4.35M0.3%-19.5%0.023%
8/8/2025 Cetera Investment Advisers3,435,332$84.30M0.1%+21.2%0.453%
8/8/2025 Creative Planning1,353,683$33.22M0.0%-4.6%0.178%
8/8/2025 Meridian Wealth Management LLC121,241$2.98M0.1%-1.8%0.016%
8/8/2025 Empower Advisory Group LLC23,351$573K0.0%+40.3%0.003%
8/8/2025 Your Advocates Ltd. LLP759,395$18.64M6.7%+1.3%0.100%
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8/8/2025 Glassman Wealth Services4,621,221$113.41M17.4%+1.6%0.609%
8/8/2025 PNC Financial Services Group Inc.15,631$384K0.0%-15.4%0.002%
8/8/2025 Ironwood Investment Counsel LLC453,479$11.13M1.7%+20.3%0.060%
8/7/2025 Midland Wealth Advisors LLC66,222$1.63M0.1%-11.9%0.009%
8/7/2025 Wealth Forward LLC490,770$12.04M8.1%-1.0%0.065%
8/7/2025 Vise Technologies Inc.11,683$287K0.0%N/A0.002%
8/7/2025 Cahill Financial Advisors Inc.658,466$16.16M2.0%-0.1%0.087%
8/7/2025 Alpha Cubed Investments LLC19,252$472K0.0%N/A0.003%
8/7/2025 Allworth Financial LP173,319$4.25M0.0%+12.5%0.023%
8/7/2025 Addison Advisors LLC55,615$1.37M0.3%-1.8%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, 712 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 699 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 425,872,514 shares in the last 24 months. This purchase volume represents approximately $10.11B in transactions.

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

Of the 221 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 16,753,872 shares in the last 24 months. This volume of shares sold represents approximately $399.57M in transactions.


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This page (NYSEARCA:FNDX) was last updated on 8/29/2025 by MarketBeat.com Staff
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