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

Schwab Fundamental U.S. Large Company ETF logo
$30.82 0.00 (0.00%)
As of 05/22/2026 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)
546
Total
Institutional Inflows
(last 12 months)
$2.67B
Number of
Institutional Sellers
(last 12 months)
309
Total
Institutional Outflows
(last 12 months)
$382.95M
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Skip Chart & View Institutional Buying and Selling Data

FNDX Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026 Summitry LLC11,165$311K0.0%+10.1%0.001%
5/20/2026 Arete Wealth Advisors LLC23,860$664K0.0%-69.5%0.003%
5/19/2026 Western Wealth Management LLC121,637$3.39M0.1%+172.9%0.014%
5/19/2026 Bank of America Corp DE3,144,222$87.57M0.0%+0.4%0.365%
5/19/2026 Arkadios Wealth Advisors10,924$304K0.0%N/A0.001%
5/19/2026 Arete Wealth Advisors LLC23,860$664K0.0%-69.5%0.003%
5/18/2026 MSA Advisors LLC20,952$584K0.2%N/A0.002%
5/18/2026 Royal Bank of Canada693,270$19.31M0.0%-8.0%0.080%
5/16/2026 Quantinno Capital Management LP672,060$18.72M0.0%+59.6%0.078%
5/15/2026 Quadcap Wealth Management LLC298,416$8.31M0.9%-8.4%0.035%
5/15/2026 Everest Financial Group LLC19,327$538K0.1%N/A0.002%
5/15/2026 Waverly Advisors LLC60,896$1.70M0.0%+17.3%0.007%
5/14/2026 Renaissance Technologies LLC109,100$3.04M0.0%N/A0.013%
5/14/2026 FCA Corp TX137,964$3.84M1.1%-2.9%0.016%
5/14/2026 Compound Planning Inc.12,861$358K0.0%N/A0.001%
5/14/2026 Clarkston Capital Partners LLC84,310$2.35M0.2%-82.2%0.010%
5/14/2026 RMG Wealth Management LLC3,369$102K0.0%N/A0.000%
5/14/2026 Sei Investments Co.31,527$878K0.0%+169.8%0.004%
5/14/2026 Lido Advisors LLC154,811$4.31M0.0%-4.4%0.018%
5/13/2026 Cetera Investment Advisers3,891,438$108.38M0.1%+2.9%0.452%
5/13/2026 Wealthspire Retirement LLC954,774$26.59M1.6%+22.5%0.111%
5/13/2026 Signature Equity Partners LLC15,191$423K0.2%+25.9%0.002%
5/13/2026 WealthCollab LLC8,157$227K0.1%-43.2%0.001%
5/8/2026 PNC Financial Services Group Inc.24,940$695K0.0%+41.0%0.003%
5/8/2026 Summit Asset Management LLC9,624$268K0.0%+13.8%0.001%
5/8/2026 Cutler Investment Counsel LLC75,944$2.12M0.2%+117.7%0.009%
5/7/2026 AlTi Global Inc.331,660$9.24M0.2%+0.3%0.039%
5/7/2026 Basepoint Wealth LLC3,107$87K0.0%+155,250.0%0.000%
5/7/2026 Meeder Advisory Services Inc.10,577$295K0.0%+5.1%0.001%
5/7/2026 Scarborough Advisors LLC1,929$54K0.0%N/A0.000%
5/7/2026 Ironwood Investment Counsel LLC521,499$14.52M2.1%+6.2%0.061%
5/7/2026 Next Capital Management LLC128,008$3.57M1.1%+6.5%0.015%
5/7/2026 True North Advisors LLC2,073,839$57.76M6.6%N/A0.241%
5/7/2026 World Equity Group Inc.84,288$2.35M0.6%+7.5%0.010%
5/7/2026 Spartan Wealth Advisory Services LLC51,224$1.43M0.1%N/A0.006%
5/6/2026 Sterling Financial Planning Inc.424,251$11.82M3.5%-1.9%0.049%
5/6/2026 GatePass Capital LLC46,642$1.30M0.6%N/A0.005%
5/6/2026 IMA Advisory Services Inc.207,036$5.77M0.6%+2.4%0.024%
5/6/2026 Bartlett & CO. Wealth Management LLC873,539$26.11M0.3%-6.4%0.101%
5/6/2026 Cornerstone Planning Group LLC1,696,212$51.21M7.1%+8.6%0.197%
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5/6/2026 Gryphon Financial Partners LLC48,046$1.34M0.1%+6.6%0.006%
5/6/2026 Townsend Asset Management Corp NC ADV30,918$861K0.3%+691.6%0.004%
5/6/2026 Angeles Wealth Management LLC70,728$1.97M0.1%+4.8%0.008%
5/6/2026 Independent Financial Group LLC21,548$600K0.0%N/A0.003%
5/6/2026 Birchwood Financial Partners Inc.46,743$1.30M1.3%-1.0%0.005%
5/5/2026 Noesis Capital Mangement Corp17,948$500K0.1%-18.8%0.002%
5/5/2026 Westover Capital Advisors LLC12,426$346K0.1%-2.7%0.001%
5/5/2026 D.A. Davidson & CO.25,449$709K0.0%+169.5%0.003%
5/5/2026 RFG Bristol Wealth Advisors LLC156,749$4.37M1.2%+23.5%0.018%
5/5/2026 Bank of New York Mellon Corp2,629,717$73.24M0.0%+4.0%0.305%
5/5/2026 Milestone Investment Advisors LLC346,925$9.66M2.3%+4.1%0.040%
5/5/2026 Journey Advisory Group LLC232,093$6.46M0.6%-10.2%0.027%
5/5/2026 Sanctuary Advisors LLC67,238$1.87M0.0%+11.3%0.008%
5/5/2026 Sigma Planning Corp28,407$791K0.0%+3.7%0.003%
5/5/2026 Members Trust Co13,767$383K0.0%-12.6%0.002%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management109,114$3.04M0.1%-6.4%0.013%
5/4/2026 Glassman Wealth Services4,671,904$130.11M17.7%+0.1%0.542%
5/4/2026 Bleakley Financial Group LLC53,703$1.50M0.0%+153.9%0.006%
5/4/2026 Citizens National Bank Trust Department48,208$1.34M0.2%+18.7%0.006%
5/4/2026 Bedel Financial Consulting Inc.35,995$1.00M0.1%+182.3%0.004%
5/4/2026 Procyon Advisors LLC11,904$332K0.0%+9.5%0.001%
5/2/2026 International Assets Investment Management LLC12,652$353K0.0%+20.6%0.001%
5/2/2026 ARQ Wealth Advisors LLC383,541$10.68M1.9%N/A0.045%
5/2/2026 Diversify Wealth Management LLC9,360$278K0.0%N/A0.001%
5/2/2026 Valmark Advisers Inc.121,403$3.38M0.0%+15.3%0.014%
5/2/2026 R. W. Roge & Company Inc.80,173$2.23M1.1%-0.7%0.009%
5/2/2026 Carnegie Investment Counsel116,986$3.26M0.1%+82.0%0.014%
5/1/2026 Ferguson Wellman Capital Management Inc.13,617$379K0.0%+4.8%0.002%
5/1/2026 Midwest Trust Co18,604$518K0.0%-3.9%0.002%
5/1/2026 Fifth Third Bancorp10,839$302K0.0%+5.2%0.001%
5/1/2026 EQ Wealth Advisors LLC228,662$6.37M3.7%+7.8%0.027%
5/1/2026 American Trust381,429$10.62M0.9%-3.0%0.044%
5/1/2026 Signature Resources Capital Management LLC1,316$37K0.0%+161.1%0.000%
5/1/2026 Droms Strauss Advisors Inc. MO ADV174,000$4.85M1.3%-7.5%0.020%
5/1/2026 Darwin Wealth Management LLC13,498$376K0.1%-12.8%0.002%
5/1/2026 Sequoia Financial Advisors LLC159,235$4.44M0.0%+3.6%0.019%
5/1/2026 KLCM Advisors Inc.26,818$747K0.1%-4.5%0.003%
4/30/2026 Whipplewood Advisors LLC58,968$1.64M0.9%-6.2%0.007%
4/30/2026 Millstone Evans Group LLC41,591$1.16M0.7%-2.4%0.005%
4/30/2026 Main Street Research LLC8,541$238K0.0%-14.2%0.001%
4/30/2026 Valued Wealth Advisors LLC1,092$30K0.0%N/A0.000%
4/30/2026 Mosaic Family Wealth Partners LLC14,192$395K0.0%+12.8%0.002%
4/30/2026 Kestra Advisory Services LLC359,192$10.00M0.0%+2.6%0.042%
4/30/2026 Money Concepts Capital Corp11,546$322K0.0%N/A0.001%
4/30/2026 Integrity Investment Advisors LLC8,892$248K0.1%-50.0%0.001%
4/30/2026 Your Advocates Ltd. LLP768,156$21.39M6.5%+3.0%0.089%
4/30/2026 CFS Investment Advisory Services LLC22,137$651K0.0%-5.4%0.003%
4/29/2026 Axxcess Wealth Management LLC29,454$820K0.0%-4.5%0.003%
4/29/2026 Flatrock Wealth Partners LLC235,974$6.57M3.0%N/A0.027%
4/29/2026 Montag A & Associates Inc.26,350$734K0.0%+9.6%0.003%
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4/29/2026 Nicholas Hoffman & Company LLC.449,824$12.53M0.3%+5.7%0.052%
4/29/2026 Resonant Capital Advisors LLC1,465,255$40.81M2.1%+7.1%0.170%
4/29/2026 Integrated Advisors Network LLC33,410$930K0.0%-12.4%0.004%
4/29/2026 Strata Wealth Advisors LLC594,200$16.55M4.5%+7.2%0.069%
4/28/2026 Arbor Investment Advisors LLC14,645$408K0.1%+84.7%0.002%
4/28/2026 Appleton Partners Inc. MA26,998$752K0.1%-7.8%0.003%
4/28/2026 Ascentis Independent Advisors1,011$28K0.0%N/A0.000%
4/28/2026 Berger Financial Group Inc62,257$1.73M0.1%+28.0%0.007%
4/28/2026 Steigerwald Gordon & Koch Inc.1,818$51K0.0%-49.7%0.000%
4/28/2026 Pennsylvania Capital Management Inc. ADV675,288$18.81M5.4%+0.5%0.079%


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 101,252,315 shares in the last 24 months. This purchase volume represents approximately $2.67B in transactions.

Of the 309 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 14,671,975 shares in the last 24 months. This volume of shares sold represents approximately $382.95M in transactions.


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This page (NYSEARCA:FNDX) was last updated on 5/25/2026 by MarketBeat.com Staff.
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