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

Schwab Fundamental U.S. Large Company ETF logo
$32.66 +0.01 (+0.03%)
As of 01:10 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)
481
Total
Institutional Inflows
(last 12 months)
$2.01B
Number of
Institutional Sellers
(last 12 months)
271
Total
Institutional Outflows
(last 12 months)
$287.21M
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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
8/12/2026 Compass Financial Management LLC25,436$791K0.1%N/A0.003%
7/10/2026 Envision Financial LLC618,699$19.24M8.9%-4.0%0.074%
7/10/2026 Whitener Capital Management Inc.103,246$3.21M0.7%-2.4%0.012%
7/10/2026 Diversified Management Inc.45,475$1.41M0.3%+19.8%0.005%
7/10/2026 Charles Schwab Trust Co3,606,725$112.17M6.3%+12.1%0.432%
7/10/2026 KMG Fiduciary Partners LLC71,330$2.22M0.2%+0.9%0.009%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors174,935$5.44M0.6%+3.4%0.021%
7/10/2026 Wealthcare Advisory Partners LLC8,462$263K0.0%N/A0.001%
7/10/2026 Warner Financial Inc.125,438$3.90M1.1%+4.1%0.015%
7/9/2026 Revolve Wealth Partners LLC31,179$970K0.1%-8.2%0.004%
7/9/2026 World Equity Group Inc.87,295$2.72M0.6%+3.6%0.010%
7/9/2026 Focus Financial Network Inc.179,678$5.59M0.2%+5.1%0.022%
7/9/2026 IFC & Insurance Marketing Inc.281,542$8.76M7.7%+6.4%0.034%
7/9/2026 Yanni & Associates Investment Advisors LLC169,794$5.28M4.9%-1.1%0.020%
7/9/2026 Tactive Advisors LLC21,503$669K0.2%+22.9%0.003%
7/9/2026 Everhart Financial Group Inc.11,684$363K0.0%-13.7%0.001%
7/9/2026 Sax Wealth Advisors LLC104,729$3.26M0.1%+0.5%0.013%
7/9/2026 Breakwater Capital Group326,127$10.14M1.2%+5.6%0.039%
7/9/2026 Affinity Capital Advisors LLC7,627$239K0.0%-45.2%0.001%
7/8/2026 Sprinkle Financial Consultants LLC6,525$203K0.1%N/A0.001%
7/8/2026 First Heartland Consultants Inc.7,494$233K0.0%N/A0.001%
7/8/2026 Elevation Wealth Partners LLC747,950$23.26M7.0%+0.9%0.090%
7/8/2026 Apella Capital LLC36,798$1.15M0.0%+2.2%0.004%
7/8/2026 Clark Asset Management LLC26,851$835K0.1%+8.4%0.003%
7/8/2026 Evanson Financial LLC26,442$822K0.0%N/A0.003%
7/7/2026 Dynamic Advisor Solutions LLC23,562$733K0.0%+15.3%0.003%
7/7/2026 CGN Advisors LLC13,020$405K0.0%-3.4%0.002%
7/7/2026 CoreCap Advisors LLC32,447$1.01M0.0%-16.9%0.004%
7/6/2026 Bulwark Capital Corp63,961$1.99M1.1%-0.9%0.008%
7/6/2026 Trilogy Capital Inc.8,794$273K0.0%-55.3%0.001%
7/2/2026 Collective Family Office LLC392,961$12.22M2.5%+7.6%0.047%
6/3/2026 NewEdge Advisors LLC173,489$4.83M0.0%+96.9%0.020%
6/1/2026 Foguth Wealth Management LLC.107,864$3.00M0.4%-34.2%0.013%
5/29/2026 Asset Dedication LLC7,950$221K0.0%-14.2%0.001%
5/27/2026Capasso Planning Partners LLC52,034$1.45M0.8%-8.2%0.006%
5/26/2026 Summit Financial Wealth Advisors LLC15,772$439K0.1%+16.2%0.002%
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%
5/19/2026Western 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%
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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%
5/18/2026MSA 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%
5/15/2026 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%
5/15/2026Waverly Advisors LLC60,896$1.70M0.0%+17.3%0.007%
5/14/2026Renaissance Technologies LLC109,100$3.04M0.0%N/A0.013%
5/14/2026 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%
5/14/2026RMG Wealth Management LLC3,369$102K0.0%N/A0.000%
5/14/2026Sei Investments Co.31,527$878K0.0%+169.8%0.004%
5/14/2026 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%
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%
5/5/2026Milestone 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%
5/5/2026Sanctuary Advisors LLC67,238$1.87M0.0%+11.3%0.008%
5/5/2026 Sigma Planning Corp28,407$791K0.0%+3.7%0.003%
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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%


FNDX Institutional Ownership - Frequently Asked Questions

During the previous two years, 815 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 799 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 ($8.31M), and McAdam LLC ($7.02M).

Institutional investors have bought a total of 74,179,774 shares in the last 24 months. This purchase volume represents approximately $2.01B in transactions.

Of the 266 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), Commonwealth Equity Services LLC ($834.33K), Ameriprise Financial Inc. ($803.83K), Osaic Holdings Inc. ($703.57K), Clark Capital Management Group Inc. ($491.36K), Arete Wealth Advisors LLC ($477.46K), and Clarkston Capital Partners LLC ($390.40K).

Institutional investors have sold a total of 10,746,553 shares in the last 24 months. This volume of shares sold represents approximately $287.21M in transactions.


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Institutional ownership data for NYSEARCA:FNDX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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