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

Schwab Fundamental U.S. Large Company ETF logo
$30.19 +0.30 (+1.00%)
As of 04:10 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)
563
Total
Institutional Inflows
(last 12 months)
$2.92B
Number of
Institutional Sellers
(last 12 months)
324
Total
Institutional Outflows
(last 12 months)
$618.78M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/5/2026 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%
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%
4/28/2026 Walkner Condon Financial Advisors LLC12,956$361K0.0%-5.3%0.002%
4/28/2026 Howe & Rusling Inc.24,873$693K0.0%-8.1%0.003%
4/28/2026 Koshinski Asset Management Inc.46,452$1.29M0.1%+184.1%0.005%
4/28/2026 Value Investment Professionals LLC9,368$273K0.1%N/A0.001%
4/28/2026 QRG Capital Management Inc.175,773$4.90M0.1%-4.9%0.020%
4/27/2026 HB Wealth Management LLC41,338$1.15M0.0%+65.3%0.005%
4/27/2026 BIP Wealth LLC22,069$615K0.0%+41.1%0.003%
4/27/2026 Kelman Lazarov Inc.2,371,188$66.04M9.5%+0.6%0.276%
4/27/2026 Lodestar Private Asset Management LLC124,849$3.48M0.3%-0.3%0.015%
4/27/2026 Argos Wealth Advisors LLC228,266$6.36M1.8%+0.2%0.027%
4/27/2026 Private Advisor Group LLC2,031,747$56.58M0.3%-0.8%0.237%
4/25/2026 Keybank National Association OH12,454,472$346.86M1.3%+50.2%1.451%
4/25/2026 BetterWealth LLC12,071$336K0.1%N/A0.001%
4/24/2026 Root Financial Partners LLC12,698$354K0.0%-17.8%0.001%
4/24/2026 Williams Financial LLC531,596$14.81M8.6%-1.9%0.062%
4/23/2026 Capital Investment Counsel LLC13,457$375K0.1%+2.9%0.002%
4/23/2026 Sellwood Investment Partners LLC608,089$16.94M6.7%-0.3%0.071%
4/23/2026 Investment Planning Advisors Inc.9,992$278K0.1%N/A0.001%
4/23/2026 Asset Allocation Strategies LLC563,449$15.69M2.8%+2.0%0.066%
4/23/2026 Pasadena Private Wealth LLC873,054$24.32M3.4%-4.8%0.102%
4/22/2026 Wilkins Miller Wealth Management LLC174,986$4.87M2.9%-2.6%0.020%
4/22/2026 Nicholson Meyer Capital Management Inc.418,625$11.66M8.9%-0.2%0.049%
4/22/2026 Foundry Financial LLC7,510$209K0.1%N/A0.001%
4/22/2026 Trilogy Capital Inc.19,657$547K0.0%+46.1%0.002%
4/22/2026 Yoder Wealth Management Inc.56,384$1.57M0.7%-12.2%0.007%
4/22/2026 Systelligence LLC415,305$11.57M2.2%+17.9%0.048%
4/21/2026 Maridea Wealth Management LLC13,993$390K0.1%-3.6%0.002%
4/21/2026 Foster & Motley Inc.318,893$8.88M0.5%+13.1%0.037%
4/21/2026 Maseco LLP80,446$2.24M0.1%-7.1%0.009%
4/21/2026 OLD National Bancorp IN1,127,401$31.40M0.5%N/A0.131%
4/21/2026 Payne Capital LLC181,278$5.05M4.6%-25.1%0.021%
4/21/2026 Silver Oak Securities Incorporated8,405$234K0.0%-65.8%0.001%
4/20/2026 Kestra Private Wealth Services LLC14,966$417K0.0%-13.0%0.002%
4/20/2026 White Pine Investment CO605,014$16.85M3.9%+2.6%0.071%
4/20/2026 Breakwater Capital Group308,870$8.60M1.2%+15.2%0.036%
4/20/2026 RFG Advisory LLC20,250$564K0.0%N/A0.002%
4/20/2026 Apella Capital LLC36,023$1.06M0.0%-5.3%0.004%
4/18/2026 Berman McAleer LLC987,609$27.51M3.7%-0.9%0.115%
4/18/2026 BCS Wealth Management269,852$7.52M1.5%-42.5%0.031%
4/18/2026 Vermillion Wealth Management Inc.23,542$656K0.3%+10.2%0.003%
4/17/2026 Certified Advisory Corp882,278$24.57M2.2%+5.5%0.103%
4/17/2026 Total Clarity Wealth Management Inc.19,445$542K0.1%+16.1%0.002%
4/17/2026 Sovereign Financial Group Inc.13,946$388K0.1%+7.2%0.002%
4/17/2026 AdvisorNet Financial Inc50,175$1.40M0.1%+1.5%0.006%
4/17/2026 Baker Ellis Asset Management LLC217,446$6.06M0.7%+3.5%0.025%
4/17/2026 Bell Investment Advisors Inc2,178,555$60.67M9.5%+8.2%0.254%
4/17/2026 IFC & Insurance Marketing Inc.264,710$7.37M7.7%N/A0.031%
4/17/2026 Hanson & Doremus Investment Management1,608$45K0.0%N/A0.000%
4/17/2026 Clark Asset Management LLC24,777$690K0.1%+5.9%0.003%


FNDX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FNDX shares?

During the previous two years, 818 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), Charles Schwab Investment Advisory Inc. ($8.62B), Captrust Financial Advisors ($582.11M), Keybank National Association OH ($346.86M), TradeWell Securities LLC. ($346.15M), Boulay Financial Advisors LLC ($248.33M), and McAdam LLC ($230.15M).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 797 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 ($16.68M), 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).

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

Institutional investors have bought a total of 112,417,321 shares in the last 24 months. This purchase volume represents approximately $2.92B in transactions.

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

Of the 323 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), BlueStem Wealth Partners LLC ($2.27M), Quadrant Capital Group LLC ($1.24M), McAdam LLC ($1.02M), Commonwealth Equity Services LLC ($834.33K), and Ameriprise Financial Inc. ($803.83K).

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

Institutional investors have sold a total of 24,782,248 shares in the last 24 months. This volume of shares sold represents approximately $618.78M in transactions.


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