Free Trial
→ AI Meltdown Imminent: Dump These Stocks Now! (From Paradigm Press) (Ad) Free FNDX Stock Alerts

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

Schwab Fundamental U.S. Large Company ETF logo
$24.91 -0.13 (-0.52%)
Closing price 07/11/2025 04:10 PM Eastern
Extended Trading
$24.94 +0.03 (+0.12%)
As of 07/11/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
590
Total
Institutional Inflows
(last 12 months)
$9.38B
Number of
Institutional Sellers
(last 12 months)
192
Total
Institutional Outflows
(last 12 months)
$314.56M
Get FNDX Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab Fundamental U.S. Large Company ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Capital Advantage Inc.85,068$2.09M0.3%+38.0%0.011%
7/11/2025Farther Finance Advisors LLC34,803$854K0.0%+127.4%0.005%
7/11/2025Silver Oak Securities Incorporated15,589$383K0.0%-5.2%0.002%
7/11/2025Pinnacle Bancorp Inc.2,390$59K0.0%+148.7%0.000%
7/11/2025AA Financial Advisors LLC10,114$248K0.1%-96.4%0.001%
7/10/2025 Legacy Financial Strategies LLC34,090$837K0.2%+2.8%0.004%
7/10/2025 Mogy Joel R Investment Counsel Inc.2,386$59K0.0%N/A0.000%
7/10/2025 Ferguson Wellman Capital Management Inc.12,991$319K0.0%-8.4%0.002%
7/10/2025 Envision Financial LLC594,851$14.60M9.7%+0.7%0.079%
7/10/2025 Wealth Enhancement Advisory Services LLC501,777$12.55M0.0%+0.4%0.066%
7/10/2025 Moller Wealth Partners873,902$21.45M4.7%+7.7%0.115%
7/10/2025 Wedmont Private Capital42,294$1.05M0.0%+1.4%0.006%
7/10/2025 KMG Fiduciary Partners LLC69,548$1.71M0.1%+3.4%0.009%
7/10/2025 Signal Advisors Wealth LLC75,171$1.85M0.1%-67.5%0.010%
7/10/2025 Focus Financial Network Inc.142,967$3.51M0.1%+8.8%0.019%
7/9/2025 Bruce G. Allen Investments LLC351,704$8.63M6.5%-1.3%0.046%
7/9/2025 Procyon Advisors LLC10,872$267K0.0%N/A0.001%
7/9/2025 Westbourne Investments Inc.38,886$954K0.5%-3.6%0.005%
7/9/2025 Breakwater Capital Group80,976$1.99M0.3%+22.0%0.011%
7/9/2025 Burt Wealth Advisors655,010$16.07M3.7%+2.4%0.086%
7/9/2025 Bulwark Capital Corp107,465$2.64M2.2%N/A0.014%
7/9/2025 WealthCare Investment Partners LLC106,079$2.65M1.0%-17.9%0.014%
7/8/2025 First National Corp MA ADV95,658$2.35M0.5%+3.5%0.013%
7/8/2025 Elevation Wealth Partners LLC731,430$17.95M7.1%+0.4%0.096%
7/8/2025 PTM Wealth Management LLC1,213,562$30.36M20.1%+4.5%0.160%
7/8/2025 Baker Ellis Asset Management LLC197,147$4.84M0.7%+4.6%0.026%
7/8/2025 Canandaigua National Trust Co of Florida24,540$602K0.4%+69.0%0.003%
7/8/2025 Parallel Advisors LLC38,176$937K0.0%+4.7%0.005%
7/7/2025 Kings Path Partners LLC85,987$2.11M0.8%+0.7%0.011%
7/7/2025 Global Wealth Strategies & Associates1,302$32K0.0%-25.0%0.000%
7/7/2025 First Community Trust NA2,979$73K0.1%-50.0%0.000%
7/7/2025 Salem Investment Counselors Inc.62,162$1.53M0.0%-6.4%0.008%
7/3/2025 Collective Family Office LLC273,214$6.71M1.7%+23.0%0.036%
6/17/2025Howe & Rusling Inc.23,721$560K0.0%+6.5%0.003%
6/6/2025eCIO Inc.9,020$213K0.1%N/A0.001%
6/2/2025Modern Wealth Management LLC49,143$1.16M0.0%N/A0.007%
5/29/2025 Nova Wealth Management Inc.15,690$370K0.3%+62.3%0.002%
5/27/2025Advisors Capital Management LLC13,746$325K0.0%+5.8%0.002%
5/22/2025Rollins Financial Advisors LLC318,375$7.52M1.3%+2.0%0.042%
5/21/2025 Westbourne Investments Inc.40,350$953K0.6%-1.2%0.005%
3..2..1.. AI 2.0 ignition (don’t sleep on this) (Ad)

I just put together an urgent new presentation that you need to see right away. In short: I believe we are mere days away from a critical announcement from a key tech leader… One that will officially ignite “AI 2.0” – and potentially send a whole new class of stocks soaring.

Click to find out what Nvidia’s CEO might reveal… and how Sykes is preparing to ride the wave.
5/21/2025McAdam LLC8,085,589$190.90M11.8%-11.2%1.078%
5/21/2025Geneos Wealth Management Inc.6,063$143K0.0%+19.3%0.001%
5/21/2025Schmidt P J Investment Management Inc.328,186$7.75M1.4%-3.1%0.044%
5/20/2025Fortis Capital Advisors LLC1,268,807$29.96M6.1%N/A0.169%
5/20/2025Belpointe Asset Management LLC1,268,807$29.96M1.6%N/A0.169%
5/20/2025Focus Partners Wealth1,427,739$33.71M0.1%+1.4%0.190%
5/20/2025Integrity Alliance LLC.263,449$6.22M0.2%+1,243.2%0.035%
5/19/2025Jane Street Group LLC88,523$2.09M0.0%+39.9%0.012%
5/16/2025Prostatis Group LLC63,378$1.50M0.5%+50.0%0.009%
5/16/2025Arete Wealth Advisors LLC472,765$11.16M0.8%+10.8%0.064%
5/16/2025Bell Investment Advisors Inc2,141,066$50.55M9.3%+2.7%0.291%
5/16/2025Signature Estate & Investment Advisors LLC7,417,222$175.12M4.6%-28.6%1.009%
5/16/2025Jones Financial Companies Lllp157,991$3.73M0.0%-15.1%0.022%
5/16/2025Aberdeen Wealth Management LLC86,929$2.05M1.4%N/A0.012%
5/16/2025Financial Strategies Group Inc.827,387$18.39M4.3%-1.2%0.113%
5/16/2025NewEdge Advisors LLC79,580$1.88M0.0%+0.9%0.011%
5/16/2025Integrated Wealth Concepts LLC79,586$1.88M0.0%+21.7%0.011%
5/16/2025Clark Capital Management Group Inc.1,299,355$30.68M0.2%-14.4%0.177%
5/16/2025AQR Capital Management LLC31,315$739K0.0%N/A0.004%
5/16/2025AlTi Global Inc.331,864$7.84M0.2%-0.8%0.045%
5/16/2025Ancora Advisors LLC6,602$156K0.0%+2,519.8%0.001%
5/15/2025EP Wealth Advisors LLC75,128$1.77M0.0%+8.3%0.010%
5/15/2025Capital Investment Counsel LLC11,025$260K0.0%-18.0%0.002%
5/15/2025Royal Bank of Canada678,275$16.01M0.0%+12.0%0.092%
5/15/2025MAI Capital Management379,204$8.95M0.1%+2.4%0.052%
5/15/2025FRG Family Wealth Advisors LLC141,953$3.35M0.6%+5.0%0.019%
5/15/2025Certior Financial Group LLC13,207$312K0.3%-5.5%0.002%
5/15/2025Baird Financial Group Inc.26,274$620K0.0%N/A0.004%
5/15/2025Graney & King LLC2,021$48K0.0%+1,598.3%0.000%
5/14/2025Ieq Capital LLC136,159$3.22M0.0%+63.8%0.019%
5/14/2025Quadcap Wealth Management LLC367,968$8.69M1.3%-56.9%0.050%
5/14/2025WCG Wealth Advisors LLC22,219$525K0.0%+20.7%0.003%
5/14/2025Comerica Bank7,214$170K0.0%-33.3%0.001%
5/14/2025Synovus Financial Corp152,539$3.60M0.0%-13.7%0.021%
5/14/2025Legend Financial Advisors Inc.385,869$9.11M6.7%-5.5%0.053%
5/14/2025Cedar Point Capital Partners LLC440,841$10.41M7.0%+1.5%0.060%
5/14/2025Smartleaf Asset Management LLC6,099$143K0.0%+12,606.3%0.001%
5/14/2025Northwestern Mutual Wealth Management Co.768,194$18.14M0.0%-42.7%0.105%
5/14/2025Haverford Trust Co984,960$23.26M0.2%+15.5%0.134%
5/14/2025Sax Wealth Advisors LLC10,128$239K0.0%N/A0.001%
5/14/2025Kestra Advisory Services LLC720,890$17.02M0.1%-38.6%0.098%
5/14/2025Ameriprise Financial Inc.7,764,205$183.32M0.0%+31.9%1.057%
5/14/2025CW Advisors LLC481,186$11.37M0.1%N/A0.065%
5/14/2025Aufman Associates Inc96,175$2.27M1.6%+627.9%0.013%
5/14/2025Elevate Wealth Advisory Inc.8,874$210K0.1%-9.8%0.001%
5/14/2025Capital Analysts LLC19,470$460K0.0%-51.4%0.003%
5/14/2025Tradition Wealth Management LLC561,241$13.25M1.2%+2.5%0.076%
5/14/2025Paradigm Capital Management LLC NV11,595$274K0.3%-87.8%0.002%
5/14/2025Lee Financial Co2,491,933$58.84M9.0%-0.1%0.339%
5/13/2025Aptus Capital Advisors LLC33,233$785K0.0%+4.1%0.005%
A grave, grave error. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
5/13/2025Allen Wealth Management LLC963,381$22.75M15.7%+1.9%0.131%
5/13/2025Freestone Capital Holdings LLC33,383$788K0.0%-1.9%0.005%
5/13/2025Raymond James Financial Inc.542,336$12.81M0.0%+12.8%0.074%
5/13/2025Cowa LLC194,881$4.60M1.9%+4.8%0.027%
5/13/2025Cresset Asset Management LLC11,510$272K0.0%-77.4%0.002%
5/13/2025Nations Financial Group Inc. IA ADV60,717$1.43M0.1%+21.9%0.008%
5/13/2025FCA Corp TX143,518$3.39M1.1%-4.3%0.020%
5/13/2025Trivium Point Advisory LLC36,647$865K0.1%-75.2%0.005%
5/13/2025Kovitz Investment Group Partners LLC21,670$512K0.0%-5.9%0.003%
5/13/2025NFP Retirement Inc.40,495$956K0.1%+12.6%0.006%
(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, 685 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. ($9.19B), Charles Schwab Investment Advisory Inc. ($8.62B), Captrust Financial Advisors ($353.82M), McAdam LLC ($190.90M), Ameriprise Financial Inc. ($183.32M), Signature Estate & Investment Advisors LLC ($175.12M), and Northwest Bancshares Inc. ($148.76M).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 662 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. ($262.84M), Captrust Financial Advisors ($10.82M), Signature Estate & Investment Advisors LLC ($8.06M), Charles Schwab Investment Advisory Inc. ($7.27M), McAdam LLC ($7.00M), Boulay Financial Advisors LLC ($6.27M), and Steele Capital Management Inc. ($6.05M).

How much institutional buying is happening at Schwab Fundamental U.S. Large Company ETF?

Institutional investors have bought a total of 396,379,986 shares in the last 24 months. This purchase volume represents approximately $9.38B in transactions.

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

Of the 191 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), McAdam LLC ($1.02M), BlueStem Wealth Partners LLC ($671.88K), Northwestern Mutual Wealth Management Co. ($573.29K), Quadcap Wealth Management LLC ($485.42K), and Kestra Advisory Services LLC ($453.07K).

How much institutional selling is happening at Schwab Fundamental U.S. Large Company ETF?

Institutional investors have sold a total of 13,311,098 shares in the last 24 months. This volume of shares sold represents approximately $314.56M in transactions.


Related Companies

This page (NYSEARCA:FNDX) was last updated on 7/12/2025 by MarketBeat.com Staff
From Our Partners
3..2..1.. AI 2.0 ignition (don’t sleep on this)
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Buffett’s $325 Billion Cash Problem — Solved by Gold?
A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. Most inves...
Golden Portfolio | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Trump’s Exec Order #14154 could be a “Millionaire-Maker”
Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...
Paradigm Press | Sponsored
The End of Elon Musk…?
The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, an...
Brownstone Research | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Something big is brewing in Washington. According to my research, an executive order from President Trump c...
Weiss Ratings | Sponsored