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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)
627
Total
Institutional Inflows
(last 12 months)
$10.15B
Number of
Institutional Sellers
(last 12 months)
232
Total
Institutional Outflows
(last 12 months)
$412.34M
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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
10/16/2025Mezzasalma Advisors LLC66,060$1.74M0.4%+13.8%0.008%
10/16/2025Carnegie Investment Counsel56,824$1.49M0.0%+32.6%0.007%
10/16/2025Townsend Asset Management Corp NC ADV3,993$105K0.0%-89.1%0.001%
10/16/2025Darwin Wealth Management LLC15,308$403K0.1%-5.8%0.002%
10/16/2025PFS Partners LLC2,232$59K0.0%N/A0.000%
10/16/2025 HBK Sorce Advisory LLC15,462$406K0.0%N/A0.002%
10/16/2025Blue Trust Inc.8,183$215K0.0%+1,306.0%0.001%
10/16/2025Johnson Bixby & Associates LLC89,915$2.37M0.3%-0.6%0.011%
10/15/2025 CWM LLC34,870$917K0.0%-43.9%0.004%
10/15/2025 Whitener Capital Management Inc.100,611$2.65M0.6%-1.3%0.013%
10/15/2025 Gemmer Asset Management LLC2,658,567$69.92M5.7%+1.5%0.338%
10/15/2025 Alhambra Investment Management LLC406,014$10.68M5.1%-0.4%0.052%
10/15/2025 Norden Group LLC7,857$207K0.0%N/A0.001%
10/15/2025 Brookstone Capital Management19,085$502K0.0%+5.9%0.002%
10/15/2025 Paragon Capital Management Ltd12,922$340K0.1%-5.9%0.002%
10/15/2025 DAVENPORT & Co LLC826,791$21.75M0.1%+121.6%0.105%
10/14/2025 Highline Wealth Partners LLC376,330$9.90M2.7%+3.6%0.048%
10/14/2025 Welch Group LLC19,536$514K0.0%-21.2%0.002%
10/14/2025 White Pine Investment CO588,977$15.49M3.7%+0.2%0.075%
10/14/2025 Boulay Financial Advisors LLC8,772,604$230.72M32.4%+2.9%1.116%
10/14/2025 Yousif Capital Management LLC9,056$238K0.0%N/A0.001%
10/14/2025 Bulwark Capital Corp84,467$2.22M1.7%-21.4%0.011%
10/14/2025 Farther Finance Advisors LLC33,339$877K0.0%-4.2%0.004%
10/14/2025 Leonard Rickey Investment Advisors P.L.L.C.1,444,754$38.00M7.2%-0.4%0.184%
10/14/2025 Elevation Wealth Partners LLC744,484$19.58M7.0%+1.8%0.095%
10/14/2025 Berger Financial Group Inc48,577$1.28M0.1%-3.7%0.006%
10/14/2025 McGrath & Associates Inc.62,908$1.65M2.5%-2.3%0.008%
10/14/2025 Prairiewood Capital LLC1,726,912$45.42M15.1%+9.6%0.220%
10/14/2025 Brighton Jones LLC7,887$207K0.0%-10.3%0.001%
10/10/2025 Financial Connections Group Inc.5,791$152K0.1%-16.0%0.001%
10/10/2025 Arlington Financial Advisors LLC377,205$9.92M1.5%-0.1%0.048%
10/10/2025 Charles Schwab Trust Co3,052,058$80.27M5.4%+6.5%0.389%
10/10/2025 Foster Victor Wealth Advisors LLC8,636$229K0.0%-58.2%0.001%
10/10/2025 Red Door Wealth Management LLC18,205$479K0.1%N/A0.002%
10/10/2025 Envision Financial LLC610,560$16.06M9.2%+2.6%0.078%
10/10/2025 Abound Wealth Management18,775$494K0.1%-17.7%0.002%
10/10/2025 Focus Financial Network Inc.143,769$3.78M0.1%+0.6%0.018%
10/10/2025 KMG Fiduciary Partners LLC68,056$1.79M0.1%-2.1%0.009%
10/9/2025 CGN Advisors LLC14,585$384K0.0%-5.8%0.002%
10/9/2025 Bartlett & CO. Wealth Management LLC951,550$25.03M0.3%+1.0%0.121%
10/9/2025 AdvisorNet Financial Inc51,701$1.36M0.1%-31.3%0.007%
10/9/2025 Newman Dignan & Sheerar Inc.14,442$380K0.1%-10.5%0.002%
10/9/2025 U.S. Capital Wealth Advisors LLC624,285$16.42M0.4%-2.3%0.080%
10/9/2025 Guardian Financial Partners LLC293,902$7.73M3.3%+0.9%0.037%
10/8/2025 Armstrong Advisory Group Inc.2,773$73K0.0%+346.5%0.000%
10/8/2025 Asset 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%
8/15/2025 Asset 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%
(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, 715 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), Boulay Financial Advisors LLC ($230.72M), McAdam LLC ($202.90M), Ameriprise Financial Inc. ($199.15M), 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 701 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 ($8.78M), 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 427,306,745 shares in the last 24 months. This purchase volume represents approximately $10.15B in transactions.

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

Of the 232 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 17,255,470 shares in the last 24 months. This volume of shares sold represents approximately $412.34M in transactions.


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This page (NYSEARCA:FNDX) was last updated on 10/17/2025 by MarketBeat.com Staff
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