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DOW   37,775.38
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What's Driving Tesla Lower Ahead of its Earnings?
Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS (Ad)
How major US stock indexes fared Thursday, 4/18/2024
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CSX Co.: The Railroad Powering Ahead with an Earnings Beat
Shares of Walmart-backed Ibotta soar on public debut
The “Perfect Storm” for Gold (Ad)
Bear Market Funds to Watch This Year
Closing prices for crude oil, gold and other commodities
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS (Ad)
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
1970’s computer coder issues shocking A.I. warning (Ad)
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
Shares of Walmart-backed Ibotta soar on public debut
The “Perfect Storm” for Gold (Ad)
Bear Market Funds to Watch This Year
Closing prices for crude oil, gold and other commodities
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS (Ad)
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
1970’s computer coder issues shocking A.I. warning (Ad)
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
Shares of Walmart-backed Ibotta soar on public debut
The “Perfect Storm” for Gold (Ad)
Bear Market Funds to Watch This Year
Closing prices for crude oil, gold and other commodities
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Schwab Fundamental U.S. Large Company Index ETF (FNDX) Institutional Ownership

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$63.93
+0.06 (+0.09%)
(As of 04/18/2024 ET)
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Institutional Ownership Changes (13F Filings) for Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Number of
Institutional Buyers
(last 12 months)
344
Total
Institutional Inflows
(last 12 months)
$1.41B
Number of
Institutional Sellers
(last 12 months)
188
Total
Institutional Outflows
(last 12 months)
$168.79M
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FNDX Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2024Verum Partners LLC146,298$9.86M3.5%+28.3%0.073%
4/18/2024Financial Strategies Group Inc.281,063$18.73M5.0%-7.9%0.139%
4/18/2024Leonard Rickey Investment Advisors P.L.L.C.442,401$29.81M7.7%+1.6%0.219%
4/18/2024Steele Capital Management Inc.1,972,119$132.90M7.6%+2.8%0.978%
4/18/2024Morris Financial Concepts Inc.5,638$380K0.2%-6.3%0.003%
4/18/2024Fifth Third Securities Inc.25,410$1.71M0.2%+13.0%0.013%
4/18/2024RHS Financial LLC155,751$10.50M6.1%-4.7%0.077%
4/18/2024Arlington Financial Advisors LLC135,657$9.14M2.0%-61.5%0.067%
4/17/2024Strata Wealth Advisors LLC198,004$13.34M4.7%+1.4%0.098%
4/17/2024Dumont & Blake Investment Advisors LLC4,830$325K0.1%N/A0.002%
4/17/2024Foguth Wealth Management LLC.54,041$3.64M2.0%N/A0.027%
4/17/2024Legend Financial Advisors Inc.133,744$9.01M6.5%+2.3%0.066%
4/17/2024Alpha Omega Wealth Management LLC10,307$695K0.1%+1.7%0.005%
4/17/2024Baker Ellis Asset Management LLC54,262$3.66M0.5%+11.9%0.027%
4/16/2024Cambridge Advisors Inc.40,708$2.74M0.6%+1.1%0.020%
4/16/2024Pasadena Private Wealth LLC203,391$13.71M3.2%-7.8%0.101%
4/16/2024Wealth Enhancement Advisory Services LLC164,360$11.08M0.0%+67.1%0.081%
4/15/2024Janiczek Wealth Management LLC54,983$3.71M0.8%+14.7%0.027%
4/15/2024WealthCare Investment Partners LLC13,231$892K0.4%+57.9%0.007%
4/15/2024Sovereign Financial Group Inc.8,571$578K0.2%+22.2%0.004%
4/15/2024Future Financial Wealth Managment LLC25,724$1.73M1.3%+2.8%0.013%
4/15/2024Kingswood Wealth Advisors LLC17,990$1.21M0.1%+6.7%0.009%
4/15/2024Sound Income Strategies LLC651$44K0.0%+232.1%0.000%
4/12/2024 Charles Schwab Trust Co851,197$57.36M5.4%+13.1%0.422%
4/12/2024 Pacifica Partners Inc.1,067$71K0.0%N/A0.001%
4/12/2024 Financial Synergies Wealth Advisors Inc.17,830$1.20M0.2%+3.2%0.009%
4/12/2024 AdvisorNet Financial Inc51,379$3.46M0.3%+6.5%0.025%
4/12/2024 Systelligence LLC195,345$13.16M3.4%-0.5%0.097%
4/12/2024 True North Advisors LLC45,619$3.07M0.8%+22.3%0.023%
4/11/2024 Salem Investment Counselors Inc.20,091$1.35M0.0%+4.4%0.010%
4/11/2024 Paragon Capital Management Ltd8,858$597K0.1%N/A0.004%
4/11/2024 Moller Wealth Partners264,567$17.83M4.8%-3.6%0.131%
4/11/2024 Sebold Capital Management Inc.59,348$4.00M2.7%-2.5%0.029%
4/10/2024 CVA Family Office LLC68,368$4.61M0.8%+2.7%0.034%
4/10/2024 Park Avenue Securities LLC30,337$2.04M0.0%-29.7%0.015%
4/10/2024 BCS Wealth Management27,529$1.86M0.6%+5.5%0.014%
4/10/2024 Wedmont Private Capital11,857$790K0.1%+3.6%0.006%
4/10/2024 Bruce G. Allen Investments LLC115,105$7.76M6.4%+34.2%0.057%
4/10/2024 Signal Advisors Wealth LLC54,431$3.67M0.9%+14.2%0.027%
4/10/2024 BKA Wealth Consulting Inc.3,537$238K0.3%N/A0.002%
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4/9/2024 Collective Family Office LLC62,180$4.19M1.4%-10.4%0.031%
4/5/2024 Prism Advisors Inc.176,859$11.92M3.6%+3.0%0.088%
4/1/2024 Appleton Partners Inc. MA15,435$1.04M0.1%+61.1%0.008%
3/22/2024PNC Financial Services Group Inc.6,515$404K0.0%+14.0%0.003%
3/15/2024B. Riley Wealth Advisors Inc.12,190$755K0.0%-10.4%0.006%
3/11/2024Vanguard Group Inc.14,126$875K0.0%+49.3%0.007%
3/5/2024Fisher Asset Management LLC3,944$244K0.0%-37.9%0.002%
2/29/2024Scarborough Advisors LLC948$59K0.0%N/A0.000%
2/28/2024EP Wealth Advisors LLC7,484$464K0.0%-17.0%0.004%
2/23/2024Chicago Partners Investment Group LLC9,062$563K0.0%+24.1%0.004%
2/21/2024Wealth Forward LLC167,684$10.39M8.8%N/A0.083%
2/20/2024Able Wealth Management LLC446$28K0.0%N/A0.000%
2/16/2024Burford Brothers Inc.4,657$288K0.2%N/A0.002%
2/16/2024Oarsman Capital Inc.4,225$262K0.1%N/A0.002%
2/16/2024Harbour Investments Inc.9,095$563K0.0%+6.0%0.005%
2/16/2024Aspect Partners LLC1,002$62K0.0%N/A0.000%
2/16/2024Studio Investment Management LLC5,719$354K0.1%+6.5%0.003%
2/15/2024Mercer Global Advisors Inc. ADV76,797$4.76M0.0%+80.0%0.038%
2/15/2024Townsquare Capital LLC3,604$223K0.0%N/A0.002%
2/15/2024Oxford Financial Group LTD. LLC420,705$26.06M1.9%-2.2%0.209%
2/15/2024Buckingham Strategic Partners LLC18,409$1.14M0.1%+198.6%0.009%
2/15/2024Buckingham Strategic Wealth LLC7,798$483K0.0%-32.2%0.004%
2/15/2024Bell Investment Advisors Inc722,640$44.76M9.2%+8.5%0.358%
2/14/2024Royal Bank of Canada203,204$12.59M0.0%-10.8%0.101%
2/14/2024Continuum Advisory LLC23,567$1.46M0.2%-10.7%0.012%
2/14/2024Kestra Advisory Services LLC292,670$18.13M0.1%-1.8%0.145%
2/14/2024Vivaldi Capital Management LP8,105$509K0.2%+3.1%0.004%
2/14/2024Creative Planning420,767$26.06M0.0%+0.3%0.209%
2/14/2024Elevate Wealth Advisory Inc.3,387$210K0.2%N/A0.002%
2/14/2024Cresset Asset Management LLC26,515$1.64M0.0%+2.1%0.013%
2/14/2024Regal Investment Advisors LLC4,654$288K0.0%N/A0.002%
2/13/2024Envestnet Asset Management Inc.1,152,840$71.41M0.0%+19.6%0.572%
2/13/2024Exencial Wealth Advisors LLC71,585$4.43M0.2%+9.7%0.035%
2/13/2024Cetera Advisor Networks LLC492,432$30.50M0.2%+879.8%0.244%
2/13/2024CIBC Private Wealth Group LLC29,118$1.80M0.0%+56.7%0.014%
2/13/2024Peapack Gladstone Financial Corp82,009$5.08M0.1%+12.3%0.041%
2/12/2024Tradition Wealth Management LLC262,850$16.28M1.7%+10.5%0.130%
2/12/2024Relative Value Partners Group LLC7,613$472K0.0%-41.6%0.004%
2/12/2024Avestar Capital LLC34,075$2.11M0.2%N/A0.017%
2/12/2024Journey Advisory Group LLC100,648$6.23M0.8%-1.1%0.050%
2/12/2024Focus Financial Network Inc. ADV19,924$1.23M0.0%N/A0.010%
2/12/2024Steward Partners Investment Advisory LLC10,480$649K0.0%+100.4%0.005%
2/12/2024Cape Investment Advisory Inc.838$52K0.0%+221.1%0.000%
2/12/2024Glassman Wealth Services1,461,170$90.51M12.8%+1.1%0.724%
2/9/2024Nations Financial Group Inc. IA ADV17,795$1.10M0.1%+12.7%0.009%
2/9/2024Johnson Financial Group Inc.536$33K0.0%+262.2%0.000%
2/9/2024Advisory Services Network LLC19,255$1.19M0.0%+1.0%0.010%
2/9/2024Orion Portfolio Solutions LLC13,886$861K0.0%-25.4%0.007%
2/9/2024US Bancorp DE3,259$202K0.0%-48.2%0.002%
2/9/2024Cambridge Investment Research Advisors Inc.549,476$34.04M0.1%-1.3%0.272%
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2/9/2024Tidemark LLC589$36K0.0%N/A0.000%
2/9/2024InterOcean Capital Group LLC9,961$617K0.0%-29.5%0.005%
2/9/2024Crewe Advisors LLC1,420$88K0.0%N/A0.001%
2/9/2024Certified Advisory Corp91,085$5.64M0.9%+9.6%0.045%
2/9/2024Assetmark Inc.3,640$225K0.0%+7,644.7%0.002%
2/9/2024CreativeOne Wealth LLC7,204$446K0.0%-3.5%0.004%
2/9/2024Milestone Investment Advisors LLC37,016$2.29M0.7%+3.0%0.018%
2/9/2024Corient Private Wealth LLC321,148$19.89M0.0%-1.4%0.159%
2/9/2024Thoroughbred Financial Services LLC43,735$2.71M0.2%+46.7%0.022%
2/9/2024UBS Group AG502,751$31.14M0.0%+7.8%0.249%
(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, 503 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. ($7.77B), Clark Capital Management Group Inc. ($341.58M), Signature Estate & Investment Advisors LLC ($168.31M), McAdam LLC ($150.69M), Steele Capital Management Inc. ($132.90M), Northwest Bancshares Inc. ($111.37M), and Glassman Wealth Services ($90.51M).Learn more on FNDX's institutional investors.

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

Of the 468 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. ($11.04M), Charles Schwab Investment Advisory Inc. ($8.64M), Advisor Group Holdings Inc. ($5.26M), Clark Capital Management Group Inc. ($3.70M), Cowa LLC ($3.67M), Signature Estate & Investment Advisors LLC ($2.72M), and Steele Capital Management Inc. ($1.97M).

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

Institutional investors have bought a total of 65,850,914 shares in the last 24 months. This purchase volume represents approximately $3.75B in transactions.

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

Of the 248 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. ($16.18M), Advisor Group Holdings Inc. ($7.91M), Orion Portfolio Solutions LLC ($2.03M), AE Wealth Management LLC ($1.53M), Captrust Financial Advisors ($897.62K), Washington Trust Advisors Inc. ($780.41K), and Bogart Wealth LLC ($467.22K).

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

Institutional investors have sold a total of 37,050,408 shares in the last 24 months. This volume of shares sold represents approximately $1.91B in transactions.


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This page (NYSEARCA:FNDX) was last updated on 4/19/2024 by MarketBeat.com Staff

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