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AMD   121.19 (+2.85%)
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NYSEARCA:FNDX

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

$56.23
+0.12 (+0.21%)
(As of 03:15 PM ET)
Compare
Today's Range
$55.89
$56.26
50-Day Range
$53.84
$56.11
52-Week Range
$47.50
$57.69
Volume
255,707 shs
Average Volume
398,128 shs
Market Capitalization
$10.89 billion
Assets Under Management
$11.10 billion
Dividend Yield
1.96%
Net Expense Ratio
0.25%

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

Number of
Institutional Buyers
(last 12 months)
278
Total
Institutional Inflows
(last 12 months)
$1.10 B
Number of
Institutional Sellers
(last 12 months)
155
Total
Institutional Outflows
(last 12 months)
$1.75 B
Skip Chart & View Institutional Buying and Selling Data

FNDX Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/7/2023Atomi Financial Group Inc.4,113$0.23M0.1%N/A0.002%
5/22/2023Arete Wealth Advisors LLC13,633$0.75M0.1%N/A0.007%
5/22/2023Ameriprise Financial Inc.352,082$19.26M0.0%-2.8%0.182%
5/18/2023JPMorgan Chase & Co.2,696$0.15M0.0%+26.6%0.001%
5/17/2023B. Riley Wealth Advisors Inc.13,528$0.74M0.0%-5.8%0.007%
5/17/2023Advisory Services Network LLC12,943$0.71M0.0%+58.4%0.007%
5/17/2023Rockefeller Capital Management L.P.4,328$0.24M0.0%+50.7%0.002%
5/17/2023Thrivent Financial for Lutherans4,616$0.25M0.0%+13.1%0.002%
5/16/2023Chilton Capital Management LLC12,347$0.68M0.0%+12.5%0.006%
5/16/2023Mercer Global Advisors Inc. ADV37,743$2.07M0.0%-14.0%0.019%
5/16/2023Red Tortoise LLC66,477$3.65M2.5%-9.5%0.034%
5/16/2023Roof Eidam & Maycock ADV61,238$3.36M1.2%+335.6%0.032%
5/16/2023Colony Group LLC22,997$1.26M0.0%-10.9%0.012%
5/16/2023Apollon Wealth Management LLC4,948$0.27M0.0%N/A0.003%
5/16/2023Snowden Capital Advisors LLC9,124$0.50M0.0%+29.7%0.005%
5/16/2023Steward Partners Investment Advisory LLC5,363$0.30M0.0%+11.0%0.003%
5/16/2023Howe & Rusling Inc.6,189$0.34M0.0%-3.9%0.003%
5/16/2023Belpointe Asset Management LLC788$43K0.0%+109.0%0.000%
5/15/2023Lido Advisors LLC11,638$0.64M0.0%+33.0%0.006%
5/15/2023Johnson Investment Counsel Inc.8,241$0.45M0.0%-2.3%0.004%
5/15/2023Certified Advisory Corp59,942$3.29M0.6%-9.3%0.031%
5/15/2023Yoder Wealth Management Inc.39,559$2.17M1.8%N/A0.020%
5/15/2023IHT Wealth Management LLC4,588$0.25M0.0%-11.9%0.002%
5/15/2023Peapack Gladstone Financial Corp47,308$2.60M0.0%-2.2%0.024%
5/15/2023Cetera Investment Advisers54,928$3.02M0.0%+13.4%0.028%
5/15/2023Freestone Capital Holdings LLC4,724$0.26M0.0%+19.6%0.002%
5/15/2023Relative Value Partners Group LLC13,703$0.75M0.1%+3.3%0.007%
5/15/2023Sheets Smith Wealth Management55$0.66M0.1%-99.5%0.000%
5/12/2023Wetherby Asset Management Inc.10,663$0.59M0.0%+24.6%0.006%
5/12/2023Financial Architects Inc109,041$5.99M1.0%+6.4%0.056%
5/12/2023Continuum Advisory LLC26,694$1.47M0.2%-2.2%0.014%
5/12/2023MML Investors Services LLC54,840$3.01M0.0%+1.5%0.028%
5/12/2023Bank of America Corp DE731,885$40.20M0.0%-4.2%0.378%
5/12/2023Oxford Financial Group Ltd.450,751$24.76M2.8%-1.5%0.233%
5/12/2023Prudential Financial Inc.82,425$4.53M0.0%+8.0%0.043%
5/12/2023Retirement Group LLC450$25K0.0%N/A0.000%
5/12/2023UBS Group AG444,033$24.39M0.0%-5.2%0.229%
5/12/2023FCA Corp TX48,830$2.68M1.0%+0.8%0.025%
5/12/2023Blair William & Co. IL5,475$0.30M0.0%-5.2%0.003%
5/12/2023Sebold Capital Management Inc.39,012$2.14M1.7%-0.6%0.020%
5/12/2023Avant Capital LLC65,885$3.62M4.2%+8.2%0.034%
5/12/2023First Republic Investment Management Inc.15,969$0.88M0.0%-3.0%0.008%
5/12/2023Charles Schwab Investment Advisory Inc.120,657,176$6.63B10.6%+2.4%62.307%
5/12/2023Tradition Wealth Management LLC253,451$13.92M1.7%+5.5%0.131%
5/12/2023CIBC Private Wealth Group LLC38,044$2.27M0.0%-39.8%0.020%
5/12/2023HighTower Advisors LLC287,236$15.79M0.0%+10.6%0.148%
5/12/2023Cahill Financial Advisors Inc.296,885$16.31M2.9%+11.1%0.153%
5/11/2023Ritter Daniher Financial Advisory LLC DE1,325$73K0.0%N/A0.001%
5/11/2023U.S. Capital Wealth Advisors LLC36,159$1.99M0.1%+49.7%0.019%
5/11/2023Cambridge Investment Research Advisors Inc.461,169$25.33M0.1%-25.3%0.238%
5/11/2023FMR LLC26,832$1.47M0.0%+31.0%0.014%
5/11/2023Cerity Partners LLC159,268$8.75M0.0%+24.4%0.082%
5/11/2023Envestnet Asset Management Inc.900,561$49.46M0.0%+14.4%0.465%
5/11/2023Connectus Wealth LLC12,988$0.71M0.0%-95.2%0.007%
5/11/2023Bristlecone Advisors LLC2,469$0.14M0.0%N/A0.001%
5/11/2023Ironwood Investment Counsel LLC67,219$3.69M0.9%-0.5%0.035%
5/11/2023Commonwealth Equity Services LLC258,258$14.18M0.0%+21.4%0.133%
5/10/2023Private Advisor Group LLC652,600$35.84M0.3%N/A0.337%
5/10/2023MAI Capital Management7,117$0.39M0.0%+6.6%0.004%
5/10/2023Strata Wealth Advisors LLC8,411$0.46M0.2%N/A0.004%
5/10/2023LPL Financial LLC281,921$15.48M0.0%+4.8%0.146%
5/10/2023Northwest Bancshares Inc.1,910,402$104.92M20.2%+10.1%0.987%
5/10/2023Bell Investment Advisors Inc552,172$30.33M7.1%+12.6%0.285%
5/10/2023Wescott Financial Advisory Group LLC9,465$0.52M0.1%-35.0%0.005%
5/9/2023Wade G W & Inc.95,159$5.23M0.2%+5.8%0.049%
5/9/2023Empirical Financial Services LLC d.b.a. Empirical Wealth Management33,657$1.85M0.1%+14.0%0.017%
5/9/2023Spire Wealth Management23,427$1.29M0.1%+5.3%0.012%
5/9/2023Wealthspire Advisors LLC48,105$2.64M0.0%+9.5%0.025%
5/9/2023Addison Advisors LLC21,365$1.17M0.7%-9.6%0.011%
5/9/2023Foster & Motley Inc.88,963$4.89M0.4%-1.9%0.046%
5/9/2023KCM Investment Advisors LLC18,991$1.04M0.0%+18.9%0.010%
5/9/2023Callan Capital LLC692,790$38.05M4.3%+20.7%0.358%
5/8/2023Avidian Wealth Solutions LLC52,061$2.86M0.2%+8.3%0.027%
5/8/2023Tempus Wealth Planning LLC30,432$1.67M0.8%+27.7%0.016%
5/8/2023Brown Advisory Inc.3,862$0.21M0.0%N/A0.002%
5/8/2023Reston Wealth Management LLC587,445$32.26M16.9%+2.9%0.303%
5/8/2023Madison Wealth Management82,628$4.54M1.0%-1.5%0.043%
5/8/2023Wambolt & Associates LLC9,428$0.52M0.2%N/A0.005%
5/8/2023Integrated Advisors Network LLC15,491$0.85M0.1%-10.4%0.008%
5/8/2023Arlington Financial Advisors LLC503,707$27.66M10.7%+1.6%0.260%
5/8/2023Sigma Planning Corp24,668$1.36M0.0%-19.4%0.013%
5/8/2023Global Retirement Partners LLC551$30K0.0%+162.4%0.000%
5/5/2023Truist Financial Corp41,533$2.28M0.0%-2.3%0.021%
5/5/2023R. W. Roge & Company Inc.65,291$3.59M2.3%+13.9%0.034%
5/5/2023Cobblestone Capital Advisors LLC NY178,188$9.79M0.7%-1.4%0.092%
5/5/2023Lowery Thomas LLC82,458$4.53M5.0%-1.7%0.043%
5/4/2023Commerce Bank4,537$0.25M0.0%N/A0.002%
5/4/2023Glassman Wealth Services1,445,971$79.41M13.8%+3.6%0.747%
5/4/2023Consolidated Planning Corp166,155$9.13M2.4%-1.4%0.086%
5/4/2023Washington Trust Advisors Inc.317,288$17.43M1.8%-4.0%0.164%
5/4/2023Cowa LLC43,872$2.41M2.0%-46.6%0.023%
5/4/2023Larson Financial Group LLC2,950$0.16M0.0%+124.2%0.002%
5/4/2023ZRC Wealth Management LLC197,783$10.86M9.9%N/A0.102%
5/4/2023Aspire Wealth Management Corp23,131$1.27M1.0%+18.8%0.012%
5/4/2023Kelman Lazarov Inc.755,974$41.52M10.8%+0.6%0.390%
5/4/2023Sterling Financial Planning Inc.126,730$6.96M3.8%+7.0%0.065%
5/3/2023Perigon Wealth Management LLC35,953$1.98M0.1%-13.8%0.019%
5/3/2023Signature Estate & Investment Advisors LLC2,387,634$131.13M4.6%N/A1.233%
5/3/2023Liberty Wealth Management LLC110,086$6.09M1.3%N/A0.057%
5/3/2023Rollins Financial35,554$1.95M0.6%+726.3%0.018%
(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, 421 institutional investors and hedge funds held shares of Schwab Fundamental U.S. Large Company Index ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($6.63B), Clark Capital Management Group Inc. ($341.58M), Signature Estate & Investment Advisors LLC ($131.13M), McAdam LLC ($115.69M), Northwest Bancshares Inc. ($104.92M), Glassman Wealth Services ($79.41M), and Guardian Wealth Advisors LLC ($64.88M).Learn more on FNDX's institutional investors.

Which institutional investors have been buying Schwab Fundamental U.S. Large Company Index ETF stock?

Of the 383 institutional investors that purchased Schwab Fundamental U.S. Large Company Index ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($16.81M), Advisor Group Holdings Inc. ($8.35M), Charles Schwab Investment Advisory Inc. ($8.11M), Clark Capital Management Group Inc. ($5.84M), Cowa LLC ($3.66M), Signature Estate & Investment Advisors LLC ($2.39M), and Orion Portfolio Solutions LLC ($2.04M).

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

Institutional investors have bought a total of 74,017,352 shares in the last 24 months. This purchase volume represents approximately $4.19B in transactions.

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

Of the 210 institutional investors that sold Schwab Fundamental U.S. Large Company Index ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($16.10M), Advisor Group Holdings Inc. ($7.91M), Orion Portfolio Solutions LLC ($2.03M), AE Wealth Management LLC ($1.53M), Captrust Financial Advisors ($0.88M), Washington Trust Advisors Inc. ($0.75M), and Bogart Wealth LLC ($0.47M).

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

Institutional investors have sold a total of 36,901,676 shares in the last 24 months. This volume of shares sold represents approximately $1.90B in transactions.


This page (NYSEARCA:FNDX) was last updated on 6/8/2023 by MarketBeat.com Staff

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