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

Schwab Fundamental U.S. Large Company ETF logo
$32.36 +0.07 (+0.22%)
Closing price 10/13/2026 04:10 PM Eastern
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$32.36 0.00 (0.00%)
As of 10/13/2026 07:30 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)
474
Total
Institutional Inflows
(last 12 months)
$1.97B
Number of
Institutional Sellers
(last 12 months)
256
Total
Institutional Outflows
(last 12 months)
$291.17M
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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
10/13/2026Forvis Mazars Wealth Advisors LLC9,017$284K0.0%N/A0.001%
10/13/2026Financial Planning Hawaii Inc.54,428$1.71M0.9%+12.7%0.006%
10/13/2026Koesten Hirschmann & Crabtree INC.1,663,473$52.35M21.9%-1.8%0.193%
10/13/2026Compass Financial Group INC SD194,607$6.12M0.7%+208.1%0.023%
10/13/2026Sax Wealth Advisors LLC125,618$3.95M0.1%+19.9%0.015%
10/13/2026Fragasso Financial Advisors Inc7,429$239K0.0%N/A0.001%
10/10/2026Schaper Benz & Wise Investment Counsel Inc. WI21,684$682K0.0%N/A0.003%
10/9/2026RFG Bristol Wealth Advisors LLC190,173$5.99M1.4%+18.9%0.022%
10/9/2026Wedmont Private Capital39,759$1.28M0.0%+5.9%0.005%
10/9/2026Breakwater Capital Group368,368$11.59M1.4%+13.0%0.043%
10/9/2026Chapin Davis Inc.7,494$236K0.0%N/A0.001%
10/9/2026Go Invest LLC66,672$2.10M0.4%N/A0.008%
10/9/2026Diversified Management Inc.51,287$1.61M0.3%N/A0.006%
10/8/2026Farther Finance Advisors LLC142,647$4.49M0.0%+4.1%0.017%
10/8/2026CoreCap Advisors LLC49,262$1.55M0.0%+51.8%0.006%
10/8/2026YHB Investment Advisors Inc.77,941$2.45M0.2%N/A0.009%
10/8/2026Apella Capital LLC46,393$1.48M0.0%+26.1%0.005%
10/8/2026Avidian Wealth Enterprises LLC95,741$3.01M0.1%N/A0.011%
10/8/2026Tactive Advisors LLC23,487$739K0.2%+9.2%0.003%
10/7/2026Elevation Wealth Partners LLC754,377$23.74M6.7%+0.9%0.087%
10/7/2026Canandaigua National Trust Co of Florida24,360$767K0.4%N/A0.003%
10/7/2026First Community Trust NA1,005,298$31.64M10.5%N/A0.117%
10/5/2026Ferguson Wellman Capital Management Inc.14,387$453K0.0%N/A0.002%
10/5/2026Collective Family Office LLC402,400$12.66M2.7%+2.4%0.047%
9/23/2026QRG Capital Management Inc.171,170$5.32M0.0%-2.6%0.019%
9/23/2026Envestnet Portfolio Solutions Inc.19,846$617K0.0%-8.6%0.002%
9/23/2026Envestnet Asset Management Inc.7,039,245$218.92M0.0%+6.3%0.798%
9/9/2026Sequoia Financial Advisors LLC164,436$5.11M0.0%+3.3%0.019%
9/9/2026Cahill Financial Advisors Inc.619,666$19.27M1.9%+0.7%0.073%
9/9/2026Archford Capital Strategies LLC416,168$12.94M1.3%+2.1%0.049%
9/9/2026Gemmer Asset Management LLC2,688,126$83.60M5.7%+0.2%0.318%
9/9/2026Capital Analysts LLC27,187$845K0.0%-4.4%0.003%
9/9/2026Capital Advantage Inc.214,467$6.67M0.8%+19.6%0.025%
9/9/2026Integrated Wealth Concepts LLC92,241$2.87M0.0%+5.5%0.011%
9/9/2026RFG Advisory LLC8,832$275K0.0%-56.4%0.001%
9/9/2026NewEdge Advisors LLC214,708$6.68M0.0%+23.8%0.025%
9/9/2026IFP Advisors Inc142,262$4.42M0.1%+11.6%0.017%
9/9/2026Baird Financial Group Inc.27,531$856K0.0%+5.9%0.003%
9/8/2026Allworth Financial LP181,401$5.64M0.0%-1.8%0.021%
9/8/2026Waverly Advisors LLC65,017$2.02M0.0%+6.8%0.008%
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9/8/2026Paragon Capital Management Ltd7,922$246K0.0%-38.7%0.001%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group7,424$231K0.0%N/A0.001%
9/2/2026Range Advisory LLC19,516$607K0.1%+51.1%0.002%
8/27/2026Corient Private Wealth LP392,321$12.20M0.0%-60.9%0.046%
8/26/2026Principia Wealth Advisory LLC18,301$569K0.1%-2.6%0.002%
8/23/2026Studio Investment Management LLC25,908$806K0.1%-5.6%0.003%
8/23/2026Washington Trust Advisors Inc.737,035$22.92M1.7%-0.3%0.087%
8/23/2026Ameritas Advisory Services LLC97,487$3.03M0.1%+438.0%0.012%
8/23/2026Wedmont Private Capital37,527$1.18M0.0%-13.5%0.004%
8/23/2026Asset Allocation Strategies LLC569,600$17.72M2.7%+1.1%0.067%
8/22/2026Compass Financial Management LLC25,436$791K0.1%N/A0.003%
8/22/2026Succession Financial Inc.124,191$3.86M3.7%N/A0.015%
8/22/2026Invested Advisors10,527$327K0.3%-21.1%0.001%
8/22/2026Plan A Wealth LLC22,772$708K0.3%+1.6%0.003%
8/22/2026Nabity Jensen Investment Management Inc64,624$2.01M1.2%+2.7%0.008%
8/22/2026Concurrent Investment Advisors LLC10,936$340K0.0%+30.9%0.001%
8/21/2026Lowery Thomas LLC368,588$11.46M5.6%-1.9%0.044%
8/21/2026Continuum Advisory LLC37,481$1.17M0.1%+1.5%0.004%
8/21/2026Williams Financial LLC553,422$17.21M8.9%+4.1%0.066%
8/21/2026InTrack Investment Management Inc61,589$1.92M1.0%+321.1%0.007%
8/21/2026Firestone Capital Management783,413$24.36M4.6%+0.9%0.093%
8/21/2026R. W. Roge & Company Inc.79,260$2.46M1.0%-1.1%0.009%
8/15/2026First Bancorp Inc ME2,026$63K0.0%N/A0.000%
8/12/2026Compass Financial Management LLC25,436$791K0.1%N/A0.003%
7/10/2026Envision Financial LLC618,699$19.24M8.9%-4.0%0.074%
7/10/2026Whitener Capital Management Inc.103,246$3.21M0.7%-2.4%0.012%
7/10/2026Diversified Management Inc.45,475$1.41M0.3%+19.8%0.005%
7/10/2026Charles Schwab Trust Co3,606,725$112.17M6.3%+12.1%0.432%
7/10/2026KMG Fiduciary Partners LLC71,330$2.22M0.2%+0.9%0.009%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors174,935$5.44M0.6%+3.4%0.021%
7/10/2026Wealthcare Advisory Partners LLC8,462$263K0.0%N/A0.001%
7/10/2026Warner Financial Inc.125,438$3.90M1.1%+4.1%0.015%
7/9/2026Revolve Wealth Partners LLC31,179$970K0.1%-8.2%0.004%
7/9/2026World Equity Group Inc.87,295$2.72M0.6%+3.6%0.010%
7/9/2026Focus Financial Network Inc.179,678$5.59M0.2%+5.1%0.022%
7/9/2026IFC & Insurance Marketing Inc.281,542$8.76M7.7%+6.4%0.034%
7/9/2026Yanni & Associates Investment Advisors LLC169,794$5.28M4.9%-1.1%0.020%
7/9/2026Tactive Advisors LLC21,503$669K0.2%+22.9%0.003%
7/9/2026Everhart Financial Group Inc.11,684$363K0.0%-13.7%0.001%
7/9/2026Sax Wealth Advisors LLC104,729$3.26M0.1%+0.5%0.013%
7/9/2026Breakwater Capital Group326,127$10.14M1.2%+5.6%0.039%
7/9/2026Affinity Capital Advisors LLC7,627$239K0.0%-45.2%0.001%
7/8/2026Sprinkle Financial Consultants LLC6,525$203K0.1%N/A0.001%
7/8/2026First Heartland Consultants Inc.7,494$233K0.0%N/A0.001%
7/8/2026Elevation Wealth Partners LLC747,950$23.26M7.0%+0.9%0.090%
7/8/2026Apella Capital LLC36,798$1.15M0.0%+2.2%0.004%
7/8/2026Clark Asset Management LLC26,851$835K0.1%+8.4%0.003%
7/8/2026Evanson Financial LLC26,442$822K0.0%N/A0.003%
7/7/2026Dynamic Advisor Solutions LLC23,562$733K0.0%+15.3%0.003%
7/7/2026CGN Advisors LLC13,020$405K0.0%-3.4%0.002%
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7/7/2026CoreCap Advisors LLC32,447$1.01M0.0%-16.9%0.004%
7/6/2026Bulwark Capital Corp63,961$1.99M1.1%-0.9%0.008%
7/6/2026Trilogy Capital Inc.8,794$273K0.0%-55.3%0.001%
7/2/2026Collective Family Office LLC392,961$12.22M2.5%+7.6%0.047%
6/3/2026NewEdge Advisors LLC173,489$4.83M0.0%+96.9%0.020%
6/1/2026Foguth Wealth Management LLC.107,864$3.00M0.4%-34.2%0.013%
5/29/2026Asset Dedication LLC7,950$221K0.0%-14.2%0.001%
5/27/2026Capasso Planning Partners LLC52,034$1.45M0.8%-8.2%0.006%
5/26/2026Summit Financial Wealth Advisors LLC15,772$439K0.1%+16.2%0.002%
5/22/2026Summitry LLC11,165$311K0.0%+10.1%0.001%


FNDX Institutional Ownership - Frequently Asked Questions

During the previous two years, 819 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 Envestnet Asset Management Inc. ($218.92M).Learn more on Schwab Fundamental U.S. Large Company ETF's institutional investors.

Of the 802 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 72,078,995 shares in the last 24 months. This purchase volume represents approximately $1.97B in transactions.

Of the 256 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), Corient Private Wealth LP ($609.96K), 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 10,728,968 shares in the last 24 months. This volume of shares sold represents approximately $291.17M in transactions.


Related Companies

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 10/14/2026. New 13F filings are added each quarter as they're published.
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