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

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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)
551
Total
Institutional Inflows
(last 12 months)
$9.07B
Number of
Institutional Sellers
(last 12 months)
128
Total
Institutional Outflows
(last 12 months)
$35.86M
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FNDX Institutional Buying and Selling by Quarter

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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
3/21/2025Prostatis Group LLC42,247$1M0.3%N/A0.006%
3/17/2025 Wealth Enhancement Advisory Services LLC591,771$14.01M0.0%+249.3%0.080%
3/12/2025 Centaurus Financial Inc.5,603$133K0.0%+217.1%0.001%
2/27/2025 Carolinas Wealth Consulting LLC21,345$505K0.1%+200.0%0.009%
2/25/2025 B. Riley Wealth Advisors Inc.10,811$256K0.0%+198.7%0.005%
2/25/2025 Integrated Advisors Network LLC31,929$756K0.0%+173.2%0.014%
2/24/2025 Wilkins Miller Wealth Management LLC169,510$4.01M4.2%N/A0.074%
2/24/2025 Liberty Square Wealth Partners LLC11,295$280K0.1%N/A0.005%
2/24/2025 Great Valley Advisor Group Inc.233,384$5.53M0.1%+414.9%0.102%
2/22/2025 American Trust312,165$7.39M0.6%+119.7%0.136%
2/19/2025 Pinney & Scofield Inc.1,395$33K0.0%N/A0.001%
2/19/2025 WCG Wealth Advisors LLC18,410$436K0.0%N/A0.008%
2/18/2025 Western Wealth Management LLC15,813$374K0.1%+100.2%0.007%
2/18/2025 McIlrath & Eck LLC4,600$109K0.0%+200.7%0.002%
2/18/2025 Novem Group164,440$3.89M0.6%N/A0.072%
2/18/2025 Focus Partners Advisor Solutions LLC56,489$1.34M0.0%+195.9%0.025%
2/18/2025 Continuum Advisory LLC19,951$472K0.1%+14.2%0.009%
2/18/2025 Lantern Wealth Advisors LLC24,424$578K0.4%+240.8%0.011%
2/17/2025 Urban Financial Advisory Corp482,827$11.43M6.3%+222.9%0.211%
2/17/2025 Waverly Advisors LLC60,057$1.42M0.0%+234.0%0.026%
2/17/2025 Williams Jones Wealth Management LLC.10,851$257K0.0%+200.0%0.005%
2/17/2025 Windsor Advisory Group LLC5,520$131K0.2%N/A0.002%
2/17/2025 Vivaldi Capital Management LP21,602$534K0.1%+193.9%0.009%
2/17/2025 Studio Investment Management LLC24,857$589K0.1%+217.6%0.011%
2/17/2025 Royal Bank of Canada605,445$14.34M0.0%+200.8%0.264%
2/17/2025 Quadcap Wealth Management LLC853,387$20.21M3.0%+256.1%0.373%
2/17/2025 Quantinno Capital Management LP131,812$3.12M0.0%+3,154.6%0.058%
2/17/2025 Paradigm Capital Management LLC NV94,680$2.24M2.1%+230.3%0.041%
2/17/2025 NorthRock Partners LLC8,805$209K0.0%N/A0.004%
2/17/2025 Millennium Management LLC28,880$684K0.0%+900.0%0.013%
2/17/2025 Laird Norton Wetherby Wealth Management LLC31,833$754K0.0%+200.0%0.014%
2/17/2025 Gotham Asset Management LLC242,035$5.73M0.1%+271.8%0.106%
2/17/2025 Greenline Partners LLC4,692$111K0.0%N/A0.002%
2/17/2025 Focus Partners Wealth1,408,425$33.37M0.1%+301.9%0.615%
2/17/2025 Francis Financial Inc.20,787$492K0.1%+154.0%0.009%
2/17/2025 Clark Capital Management Group Inc.1,517,355$35.93M0.3%+209.6%0.663%
2/17/2025 EP Wealth Advisors LLC69,379$1.64M0.0%+220.0%0.030%
2/17/2025 CoreCap Advisors LLC187,789$4.45M0.2%+1,156.9%0.082%
2/17/2025 Cresset Asset Management LLC51,027$1.21M0.0%+64.1%0.022%
2/17/2025 Cambridge Investment Research Advisors Inc.1,815,787$43.00M0.1%+208.2%0.793%
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2/17/2025 Capital Advantage Inc.61,632$1.46M0.3%+277.0%0.027%
2/17/2025 Cetera Investment Advisers2,672,125$63.28M0.1%+222.4%1.167%
2/17/2025 Cahill Financial Advisors Inc.975,910$23.11M3.1%+204.0%0.426%
2/17/2025 Captrust Financial Advisors14,941,376$353.82M1.0%+221.9%6.525%
2/17/2025 Bank of America Corp DE2,826,216$66.93M0.0%+168.2%1.234%
2/17/2025 Bearing Point Capital LLC73,446$1.74M0.4%N/A0.032%
2/17/2025 BIP Wealth LLC15,284$362K0.0%N/A0.007%
2/17/2025 Ameriprise Financial Inc.5,885,606$139.37M0.0%+152.3%2.570%
2/17/2025 Aptus Capital Advisors LLC31,938$756K0.0%+2,319.5%0.014%
2/17/2025 AlTi Global Inc.334,418$7.92M0.2%+218.5%0.146%
2/14/2025 Mercer Global Advisors Inc. ADV231,512$5.48M0.0%+13.4%0.101%
2/14/2025 FAS Wealth Partners Inc.9,897$234K0.0%+213.5%0.004%
2/14/2025 Eagle Strategies LLC514,785$12.19M2.1%+218.3%0.225%
2/14/2025 Jane Street Group LLC63,256$1.50M0.0%+1,896.1%0.028%
2/14/2025 Westbourne Investments Inc.40,856$967K0.6%N/A0.018%
2/14/2025 Comerica Bank10,820$256K0.0%+116.4%0.005%
2/14/2025 Firestone Capital Management748,908$17.73M4.4%+195.8%0.327%
2/14/2025 Lido Advisors LLC116,912$2.77M0.0%+628.8%0.051%
2/14/2025 Northern Trust Corp152,553$3.61M0.0%+2,442.1%0.067%
2/14/2025 Beacon Pointe Advisors LLC53,778$1.27M0.0%+833.2%0.023%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.2,049$49K0.0%N/A0.001%
2/14/2025 Oak Wealth Advisors LLC10,566$250K0.2%N/A0.005%
2/14/2025 Berger Financial Group Inc50,123$1.19M0.1%+160.7%0.022%
2/14/2025 Johnson Financial Group Inc.11,390$281K0.0%+2,664.6%0.005%
2/14/2025 Capital Analysts LLC40,063$949K0.0%+136.0%0.017%
2/14/2025 Kovitz Investment Group Partners LLC23,022$545K0.0%+223.9%0.010%
2/14/2025 Keyvantage Wealth LLC23,787$563K0.4%N/A0.010%
2/14/2025 Integrated Wealth Concepts LLC65,381$1.55M0.0%+186.7%0.029%
2/14/2025 IHT Wealth Management LLC64,892$1.54M0.0%+181.9%0.028%
2/14/2025 Stifel Financial Corp50,664$1.20M0.0%+393.4%0.022%
2/14/2025 OneDigital Investment Advisors LLC589,601$13.96M0.2%+211.1%0.257%
2/14/2025 Tradition Wealth Management LLC547,730$12.97M1.1%+200.5%0.239%
2/14/2025 MML Investors Services LLC333,983$7.91M0.0%+249.6%0.146%
2/13/2025 Tobias Financial Advisors Inc.17,910$424K0.1%+200.0%0.008%
2/13/2025 NewEdge Advisors LLC78,885$1.87M0.0%+200.0%0.034%
2/13/2025 Regal Investment Advisors LLC22,582$535K0.0%+205.2%0.010%
2/13/2025 Lafayette Investments Inc.23,574$558K0.1%+263.1%0.010%
2/13/2025 CreativeOne Wealth LLC21,512$509K0.0%+195.5%0.009%
2/13/2025 Mariner LLC1,005,307$23.81M0.0%+181.4%0.439%
2/13/2025 Savvy Advisors Inc.111,166$2.63M0.3%+255.4%0.049%
2/13/2025 Synovus Financial Corp176,829$4.19M0.1%+49.0%0.077%
2/13/2025 Advisors Capital Management LLC12,987$308K0.0%+200.0%0.006%
2/13/2025 Sagespring Wealth Partners LLC16,237$384K0.0%N/A0.007%
2/13/2025 Townsquare Capital LLC20,700$490K0.0%+245.9%0.009%
2/13/2025 Rockefeller Capital Management L.P.15,318$363K0.0%N/A0.007%
2/13/2025 NFP Retirement Inc.35,977$852K0.1%+249.5%0.016%
2/13/2025 Elios Financial Group Inc.9,029$214K0.1%+187.1%0.004%
2/13/2025 Glass Jacobson Investment Advisors llc12,439$295K0.1%+320.7%0.005%
2/13/2025 Summit Financial Wealth Advisors LLC8,304$203K0.0%N/A0.004%
2/13/2025 FRG Family Wealth Advisors LLC135,243$3.20M0.6%+218.8%0.059%
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2/13/2025 Kelman Lazarov Inc.2,289,225$54.21M9.8%+182.7%1.000%
2/13/2025 Bessemer Group Inc.6,124$145K0.0%N/A0.003%
2/13/2025 Texas Yale Capital Corp.13,200$313K0.0%+200.0%0.006%
2/13/2025 Advisory Services Network LLC86,907$2.06M0.0%+260.1%0.038%
2/13/2025 Sand Hill Global Advisors LLC25,367$601K0.0%+200.0%0.011%
2/13/2025 Renaissance Technologies LLC136,800$3.24M0.0%+616.2%0.060%
2/13/2025 Rollins Financial Advisors LLC312,121$7.39M1.2%+215.0%0.136%
2/13/2025 Bank of Montreal Can42,638$1.01M0.0%+228.6%0.019%
2/13/2025 Certior Financial Group LLC13,980$331K0.3%N/A0.006%
2/13/2025 Shakespeare Wealth Management LLC180,968$4.29M1.2%+187.1%0.079%
(Data available from 1/1/2016 forward)

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FNDX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FNDX shares?

During the previous two years, 646 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 Management Inc. ($9.31B), Charles Schwab Investment Advisory Inc. ($8.62B), Captrust Financial Advisors ($353.82M), Signature Estate & Investment Advisors LLC ($246.02M), McAdam LLC ($215.73M), Northwest Bancshares Inc. ($148.76M), and Steele Capital Management Inc. ($141.59M).Learn more on FNDX's institutional investors.

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

Of the 619 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: Charles Schwab Investment Management Inc. ($262.84M), Captrust Financial Advisors ($10.82M), Signature Estate & Investment Advisors LLC ($10.45M), Charles Schwab Investment Advisory Inc. ($10.06M), McAdam LLC ($7.21M), Steele Capital Management Inc. ($5.98M), and Ameriprise Financial Inc. ($3.55M).

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

Institutional investors have bought a total of 407,058,478 shares in the last 24 months. This purchase volume represents approximately $9.53B in transactions.

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

Of the 235 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: Arlington Financial Advisors LLC ($380.35K), Tanglewood Wealth Management Inc. ($281.69K), Osaic Holdings Inc. ($262.85K), Connectus Wealth LLC ($260.11K), Prism Advisors Inc. ($178.86K), Cambridge Investment Research Advisors Inc. ($163.51K), and Systelligence LLC ($158.34K).

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

Institutional investors have sold a total of 4,137,088 shares in the last 24 months. This volume of shares sold represents approximately $84.63M in transactions.


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This page (NYSEARCA:FNDX) was last updated on 3/31/2025 by MarketBeat.com Staff
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