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

Schwab Fundamental U.S. Large Company ETF logo
$31.27 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX)

Number of
Institutional Buyers
(last 12 months)
542
Total
Institutional Inflows
(last 12 months)
$2.67B
Number of
Institutional Sellers
(last 12 months)
310
Total
Institutional Outflows
(last 12 months)
$384.67M
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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
7/2/2026 Collective Family Office LLC392,961$12.22M2.5%+7.6%0.047%
6/3/2026NewEdge Advisors LLC173,489$4.83M0.0%+96.9%0.020%
6/1/2026Foguth Wealth Management LLC.107,864$3.00M0.4%-34.2%0.013%
5/29/2026Asset Dedication LLC7,950$221K0.0%-14.2%0.001%
5/27/2026Capasso Planning Partners LLC52,034$1.45M0.8%-8.2%0.006%
5/26/2026Summit Financial Wealth Advisors LLC15,772$439K0.1%+16.2%0.002%
5/22/2026Summitry LLC11,165$311K0.0%+10.1%0.001%
5/20/2026Arete Wealth Advisors LLC23,860$664K0.0%-69.5%0.003%
5/19/2026Western Wealth Management LLC121,637$3.39M0.1%+172.9%0.014%
5/19/2026Bank of America Corp DE3,144,222$87.57M0.0%+0.4%0.365%
5/19/2026Arkadios Wealth Advisors10,924$304K0.0%N/A0.001%
5/19/2026Arete Wealth Advisors LLC23,860$664K0.0%-69.5%0.003%
5/18/2026MSA Advisors LLC20,952$584K0.2%N/A0.002%
5/18/2026Royal Bank of Canada693,270$19.31M0.0%-8.0%0.080%
5/16/2026Quantinno Capital Management LP672,060$18.72M0.0%+59.6%0.078%
5/15/2026Quadcap Wealth Management LLC298,416$8.31M0.9%-8.4%0.035%
5/15/2026Everest Financial Group LLC19,327$538K0.1%N/A0.002%
5/15/2026Waverly Advisors LLC60,896$1.70M0.0%+17.3%0.007%
5/14/2026Renaissance Technologies LLC109,100$3.04M0.0%N/A0.013%
5/14/2026FCA Corp TX137,964$3.84M1.1%-2.9%0.016%
5/14/2026Compound Planning Inc.12,861$358K0.0%N/A0.001%
5/14/2026Clarkston Capital Partners LLC84,310$2.35M0.2%-82.2%0.010%
5/14/2026RMG Wealth Management LLC3,369$102K0.0%N/A0.000%
5/14/2026Sei Investments Co.31,527$878K0.0%+169.8%0.004%
5/14/2026Lido Advisors LLC154,811$4.31M0.0%-4.4%0.018%
5/13/2026Cetera Investment Advisers3,891,438$108.38M0.1%+2.9%0.452%
5/13/2026Wealthspire Retirement LLC954,774$26.59M1.6%+22.5%0.111%
5/13/2026Signature Equity Partners LLC15,191$423K0.2%+25.9%0.002%
5/13/2026WealthCollab LLC8,157$227K0.1%-43.2%0.001%
5/8/2026PNC Financial Services Group Inc.24,940$695K0.0%+41.0%0.003%
5/8/2026Summit Asset Management LLC9,624$268K0.0%+13.8%0.001%
5/8/2026Cutler Investment Counsel LLC75,944$2.12M0.2%+117.7%0.009%
5/7/2026AlTi Global Inc.331,660$9.24M0.2%+0.3%0.039%
5/7/2026Basepoint Wealth LLC3,107$87K0.0%+155,250.0%0.000%
5/7/2026Meeder Advisory Services Inc.10,577$295K0.0%+5.1%0.001%
5/7/2026Scarborough Advisors LLC1,929$54K0.0%N/A0.000%
5/7/2026Ironwood Investment Counsel LLC521,499$14.52M2.1%+6.2%0.061%
5/7/2026Next Capital Management LLC128,008$3.57M1.1%+6.5%0.015%
5/7/2026True North Advisors LLC2,073,839$57.76M6.6%N/A0.241%
5/7/2026World Equity Group Inc.84,288$2.35M0.6%+7.5%0.010%
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5/7/2026Spartan Wealth Advisory Services LLC51,224$1.43M0.1%N/A0.006%
5/6/2026Sterling Financial Planning Inc.424,251$11.82M3.5%-1.9%0.049%
5/6/2026GatePass Capital LLC46,642$1.30M0.6%N/A0.005%
5/6/2026IMA Advisory Services Inc.207,036$5.77M0.6%+2.4%0.024%
5/6/2026Bartlett & CO. Wealth Management LLC873,539$26.11M0.3%-6.4%0.101%
5/6/2026Cornerstone Planning Group LLC1,696,212$51.21M7.1%+8.6%0.197%
5/6/2026Gryphon Financial Partners LLC48,046$1.34M0.1%+6.6%0.006%
5/6/2026Townsend Asset Management Corp NC ADV30,918$861K0.3%+691.6%0.004%
5/6/2026Angeles Wealth Management LLC70,728$1.97M0.1%+4.8%0.008%
5/6/2026Independent Financial Group LLC21,548$600K0.0%N/A0.003%
5/6/2026Birchwood Financial Partners Inc.46,743$1.30M1.3%-1.0%0.005%
5/5/2026Noesis Capital Mangement Corp17,948$500K0.1%-18.8%0.002%
5/5/2026Westover Capital Advisors LLC12,426$346K0.1%-2.7%0.001%
5/5/2026D.A. Davidson & CO.25,449$709K0.0%+169.5%0.003%
5/5/2026RFG Bristol Wealth Advisors LLC156,749$4.37M1.2%+23.5%0.018%
5/5/2026Bank of New York Mellon Corp2,629,717$73.24M0.0%+4.0%0.305%
5/5/2026Milestone Investment Advisors LLC346,925$9.66M2.3%+4.1%0.040%
5/5/2026Journey Advisory Group LLC232,093$6.46M0.6%-10.2%0.027%
5/5/2026Sanctuary Advisors LLC67,238$1.87M0.0%+11.3%0.008%
5/5/2026Sigma Planning Corp28,407$791K0.0%+3.7%0.003%
5/5/2026Members Trust Co13,767$383K0.0%-12.6%0.002%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management109,114$3.04M0.1%-6.4%0.013%
5/4/2026Glassman Wealth Services4,671,904$130.11M17.7%+0.1%0.542%
5/4/2026Bleakley Financial Group LLC53,703$1.50M0.0%+153.9%0.006%
5/4/2026Citizens National Bank Trust Department48,208$1.34M0.2%+18.7%0.006%
5/4/2026Bedel Financial Consulting Inc.35,995$1.00M0.1%+182.3%0.004%
5/4/2026Procyon Advisors LLC11,904$332K0.0%+9.5%0.001%
5/2/2026International Assets Investment Management LLC12,652$353K0.0%+20.6%0.001%
5/2/2026ARQ Wealth Advisors LLC383,541$10.68M1.9%N/A0.045%
5/2/2026Diversify Wealth Management LLC9,360$278K0.0%N/A0.001%
5/2/2026Valmark Advisers Inc.121,403$3.38M0.0%+15.3%0.014%
5/2/2026R. W. Roge & Company Inc.80,173$2.23M1.1%-0.7%0.009%
5/2/2026Carnegie Investment Counsel116,986$3.26M0.1%+82.0%0.014%
5/1/2026Ferguson Wellman Capital Management Inc.13,617$379K0.0%+4.8%0.002%
5/1/2026Midwest Trust Co18,604$518K0.0%-3.9%0.002%
5/1/2026Fifth Third Bancorp10,839$302K0.0%+5.2%0.001%
5/1/2026EQ Wealth Advisors LLC228,662$6.37M3.7%+7.8%0.027%
5/1/2026American Trust381,429$10.62M0.9%-3.0%0.044%
5/1/2026Signature Resources Capital Management LLC1,316$37K0.0%+161.1%0.000%
5/1/2026Droms Strauss Advisors Inc. MO ADV174,000$4.85M1.3%-7.5%0.020%
5/1/2026Darwin Wealth Management LLC13,498$376K0.1%-12.8%0.002%
5/1/2026Sequoia Financial Advisors LLC159,235$4.44M0.0%+3.6%0.019%
5/1/2026KLCM Advisors Inc.26,818$747K0.1%-4.5%0.003%
4/30/2026Whipplewood Advisors LLC58,968$1.64M0.9%-6.2%0.007%
4/30/2026Millstone Evans Group LLC41,591$1.16M0.7%-2.4%0.005%
4/30/2026Main Street Research LLC8,541$238K0.0%-14.2%0.001%
4/30/2026Valued Wealth Advisors LLC1,092$30K0.0%N/A0.000%
4/30/2026Mosaic Family Wealth Partners LLC14,192$395K0.0%+12.8%0.002%
4/30/2026Kestra Advisory Services LLC359,192$10.00M0.0%+2.6%0.042%
4/30/2026Money Concepts Capital Corp11,546$322K0.0%N/A0.001%
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4/30/2026Integrity Investment Advisors LLC8,892$248K0.1%-50.0%0.001%
4/30/2026Your Advocates Ltd. LLP768,156$21.39M6.5%+3.0%0.089%
4/30/2026CFS Investment Advisory Services LLC22,137$651K0.0%-5.4%0.003%
4/29/2026Axxcess Wealth Management LLC29,454$820K0.0%-4.5%0.003%
4/29/2026Flatrock Wealth Partners LLC235,974$6.57M3.0%N/A0.027%
4/29/2026Montag A & Associates Inc.26,350$734K0.0%+9.6%0.003%
4/29/2026Nicholas Hoffman & Company LLC.449,824$12.53M0.3%+5.7%0.052%
4/29/2026Resonant Capital Advisors LLC1,465,255$40.81M2.1%+7.1%0.170%
4/29/2026Integrated Advisors Network LLC33,410$930K0.0%-12.4%0.004%
4/29/2026Strata Wealth Advisors LLC594,200$16.55M4.5%+7.2%0.069%


FNDX Institutional Ownership - Frequently Asked Questions

During the previous two years, 824 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. ($11.25B), Captrust Financial Advisors ($582.11M), Keybank National Association OH ($346.86M), TradeWell Securities LLC. ($346.15M), Boulay Financial Advisors LLC ($248.33M), McAdam LLC ($230.15M), and Signature Estate & Investment Advisors LLC ($218.47M).Learn more on Schwab Fundamental U.S. Large Company ETF's institutional investors.

Of the 804 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. ($279.99M), Captrust Financial Advisors ($16.47M), TradeWell Securities LLC. ($12.72M), Keybank National Association OH ($12.45M), Boulay Financial Advisors LLC ($9.14M), Signature Estate & Investment Advisors LLC ($8.34M), and McAdam LLC ($7.19M).

Institutional investors have bought a total of 101,250,028 shares in the last 24 months. This purchase volume represents approximately $2.67B in transactions.

Of the 310 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: BlueStem Wealth Partners LLC ($1.59M), Quadrant Capital Group LLC ($1.24M), Commonwealth Equity Services LLC ($834.33K), Ameriprise Financial Inc. ($803.83K), Osaic Holdings Inc. ($703.57K), Clark Capital Management Group Inc. ($491.36K), and Arete Wealth Advisors LLC ($477.46K).

Institutional investors have sold a total of 14,734,057 shares in the last 24 months. This volume of shares sold represents approximately $384.67M in transactions.


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This page (NYSEARCA:FNDX) was last updated on 7/5/2026 by MarketBeat.com Staff.
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