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

Schwab Fundamental U.S. Large Company Index ETF logo
$23.62
-0.04 (-0.17%)
(As of 11/4/2024 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)
342
Total
Institutional Inflows
(last 12 months)
$410.81M
Number of
Institutional Sellers
(last 12 months)
170
Total
Institutional Outflows
(last 12 months)
$43.99M
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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
11/4/2024Koesten Hirschmann & Crabtree INC.570,981$40.97M23.9%-1.9%0.249%
11/4/2024Paragon Capital Management LLC3,544$254K0.1%N/A0.002%
11/4/2024Sigma Planning Corp9,695$696K0.0%-52.9%0.004%
11/1/2024 Atria Investments Inc3,480$250K0.0%-28.5%0.002%
11/1/2024 Cowa LLC68,133$4.89M2.3%+93.6%0.030%
11/1/2024 Washington Trust Advisors Inc.270,150$19.39M1.7%-4.2%0.118%
11/1/2024 Leavell Investment Management Inc.93,317$6.70M0.3%+7.3%0.041%
11/1/2024 Burt Wealth Advisors203,696$14.62M3.6%-2.4%0.089%
11/1/2024 Aspire Wealth Management Corp142,682$10.24M5.5%+12.1%0.062%
11/1/2024 Financial Strategies Group Inc.843,310$60.52M12.9%+202.2%0.368%
10/31/2024 Mainstream Capital Management LLC3,204$230K0.2%N/A0.001%
10/31/2024 Blake Schutter Theil Wealth Advisors LLC5,748$412K0.3%N/A0.003%
10/30/2024 Maia Wealth LLC9,542$685K0.2%+100.9%0.004%
10/30/2024 Foster & Motley Inc.95,491$6.85M0.4%-1.9%0.042%
10/30/2024 Milestone Investment Advisors LLC104,812$7.52M2.1%+5.5%0.046%
10/30/2024 Austin Private Wealth LLC34,419$2.47M0.2%-5.9%0.015%
10/30/2024 Solitude Financial Services301,322$21.62M9.2%+0.8%0.132%
10/30/2024 World Equity Group Inc.12,876$924K0.3%-45.0%0.006%
10/29/2024 Opes Wealth Management LLC162,696$11.68M2.2%-0.9%0.071%
10/29/2024 Whitener Capital Management Inc.33,158$2.38M0.7%-1.7%0.014%
10/29/2024 Cedar Point Capital Partners LLC143,060$10.27M7.0%-4.4%0.062%
10/29/2024 Allen Wealth Management LLC312,738$22.44M15.6%N/A0.137%
10/29/2024 White Pine Investment CO194,435$13.95M3.8%+1.0%0.085%
10/29/2024 Chicago Partners Investment Group LLC46,919$3.37M0.1%+192.9%0.020%
10/29/2024 Farther Finance Advisors LLC2,603$187K0.0%-49.8%0.001%
10/29/2024 Capital Advisors Inc. OK9,727$698K0.0%+15.3%0.004%
10/28/2024 Values Added Financial LLC4,747$341K0.2%N/A0.002%
10/28/2024 Principal Securities Inc.90,291$6.48M0.2%+15.6%0.039%
10/28/2024 Pacific Wealth Strategies Group Inc.86,507$6.21M4.6%+7.2%0.038%
10/28/2024 Reston Wealth Management LLC674,082$48.37M17.5%+2.9%0.294%
10/28/2024 Wealth Forward LLC171,814$12.33M8.6%-0.6%0.075%
10/28/2024 US Bancorp DE6,915$496K0.0%+60.1%0.003%
10/28/2024 Tanglewood Wealth Management Inc.588,241$42.21M4.9%-2.1%0.257%
10/25/2024 Voisard Asset Management Group Inc.2,320$166K0.1%N/A0.001%
10/25/2024 Highline Wealth Partners LLC39,820$2.86M1.0%N/A0.017%
10/25/2024 Your Advocates Ltd. LLP243,361$17.46M6.9%-2.1%0.106%
10/25/2024 Nicholas Hoffman & Company LLC.130,787$9.39M0.4%+2.7%0.057%
10/25/2024 Eagle Strategies LLC161,752$11.61M2.1%-3.2%0.071%
10/25/2024 True Link Financial Advisors LLC3,084$221K0.0%N/A0.001%
10/25/2024 Diversify Advisory Services LLC8,900$639K0.0%N/A0.004%
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10/25/2024 Integrated Advisors Network LLC11,685$839K0.0%+9.8%0.005%
10/25/2024 Worth Financial Advisory Group LLC6,373$457K0.3%+23.4%0.003%
10/25/2024 Pallas Capital Advisors LLC409,395$29.38M1.2%+189.4%0.179%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors46,703$3.35M0.5%+4.3%0.020%
10/24/2024 Gemmer Asset Management LLC790,050$56.69M5.7%+2.3%0.345%
10/24/2024 TruNorth Capital Management LLC192,096$13.79M4.1%+4.4%0.084%
10/24/2024 J.W. Cole Advisors Inc.7,339$527K0.0%+37.2%0.003%
10/24/2024 Valley National Advisers Inc.19,014$1.36M0.2%-29.4%0.008%
10/24/2024 Kavar Capital Partners Group LLC438,485$31.47M5.0%+1.5%0.191%
10/24/2024 Wealth Enhancement Advisory Services LLC169,424$12.16M0.0%+0.5%0.074%
10/24/2024 Masso Torrence Wealth Management Inc.133,536$9.58M5.2%-0.8%0.058%
10/23/2024 Allworth Financial LP3,617$260K0.0%+53.9%0.002%
10/23/2024 Joel Isaacson & Co. LLC2,798$201K0.0%N/A0.001%
10/23/2024 Dumont & Blake Investment Advisors LLC2,827$203K0.1%-62.9%0.001%
10/23/2024 Schmidt P J Investment Management Inc.108,859$7.81M1.3%+2.8%0.048%
10/23/2024 Grimes & Company Inc.2,953$212K0.0%-14.6%0.001%
10/23/2024 Northland Capital Management LLC149,036$10.70M6.1%+11.2%0.065%
10/23/2024 JMG Financial Group Ltd.6,221$446K0.0%+11.6%0.003%
10/22/2024 McAdam LLC2,916,821$209.31M11.7%+6.0%1.274%
10/22/2024 U.S. Capital Wealth Advisors LLC145,804$10.46M0.4%+17.6%0.064%
10/22/2024 Private Advisor Group LLC692,174$49.67M0.3%-0.4%0.302%
10/22/2024 Sebold Capital Management Inc.54,280$3.90M2.6%-4.2%0.024%
10/22/2024 Warner Financial Inc.31,927$2.29M1.0%+16.8%0.014%
10/22/2024 Signaturefd LLC15,963$1.15M0.0%+4.2%0.007%
10/22/2024 Sequoia Financial Advisors LLC39,542$2.84M0.0%+29.0%0.017%
10/21/2024 Foundations Investment Advisors LLC3,307$237K0.0%N/A0.001%
10/21/2024 Roof Eidam Maycock Peralta LLC56,446$4.05M1.0%+33.4%0.025%
10/21/2024 Castleview Partners LLC451$32K0.0%N/A0.000%
10/19/2024Godsey & Gibb Inc.2,303$165K0.0%+28.6%0.001%
10/18/2024Resonant Capital Advisors LLC402,996$28.92M2.1%+3.5%0.176%
10/18/2024 AA Financial Advisors LLC93,864$6.74M2.0%+1.6%0.041%
10/18/2024Commonwealth Equity Services LLC479,885$34.44M0.1%+13.2%0.210%
10/18/2024Raymond James & Associates42,970$3.08M0.0%-3.3%0.019%
10/18/2024Legacy Financial Strategies LLC15,470$1.11M0.2%+12.8%0.007%
10/18/2024Bartlett & CO. Wealth Management LLC293,169$21.04M0.3%+1.4%0.128%
10/18/2024Capital Investment Advisors LLC6,087$437K0.0%-19.4%0.003%
10/18/2024Legend Financial Advisors Inc.137,836$9.89M6.8%-1.5%0.060%
10/18/2024KMG Fiduciary Partners LLC19,560$1.40M0.1%N/A0.009%
10/17/2024Aspiriant LLC2,994$215K0.0%N/A0.001%
10/16/2024 Global Retirement Partners LLC42,286$3.03M0.1%+6.5%0.018%
10/16/2024 Mezzasalma Advisors LLC12,231$878K0.3%+17.3%0.005%
10/16/2024 BOS Asset Management LLC2,794$200K0.1%N/A0.001%
10/16/2024 Indiana Trust & Investment Management Co697$50K0.0%N/A0.000%
10/16/2024 Verum Partners LLC110,568$7.93M2.3%-8.5%0.048%
10/16/2024 SeaCrest Wealth Management LLC4,240$304K0.0%+20.1%0.002%
10/16/2024 Stage Harbor Financial LLC180,904$12.98M11.0%+196.5%0.079%
10/16/2024 Clearview Wealth Advisors LLC41,846$3.00M2.3%+11.6%0.018%
10/16/2024 Prism Advisors Inc.9,871$708K0.2%-94.5%0.004%
10/15/2024 Foster Victor Wealth Advisors LLC16,344$1.17M0.1%-8.3%0.007%
10/15/2024 PFG Advisors31,080$2.23M0.1%+7.9%0.014%
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10/15/2024 Cabot Wealth Management Inc.222,378$15.96M2.0%-1.5%0.097%
10/11/2024 Creative Planning440,284$31.60M0.0%+1.7%0.192%
10/11/2024 VitalStone Financial LLC9,458$679K0.5%-21.3%0.004%
10/10/2024 Sound Income Strategies LLC1,228$88K0.0%+526.5%0.001%
10/10/2024 CVA Family Office LLC67,285$4.83M0.8%-1.6%0.029%
10/10/2024 Koshinski Asset Management Inc.8,446$606K0.1%+40.8%0.004%
10/10/2024 Johnson Bixby & Associates LLC28,458$2.04M0.3%-19.2%0.012%
10/10/2024 Darrow Company Inc.80,075$5.74M3.3%+13.6%0.035%
10/10/2024 Carnegie Investment Counsel9,936$713K0.0%+5.6%0.004%
10/10/2024 Kings Path Partners LLC28,578$2.05M0.9%-1.9%0.012%
(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, 506 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. ($8.62B), McAdam LLC ($209.31M), Captrust Financial Advisors ($203.46M), Signature Estate & Investment Advisors LLC ($180.49M), Northwest Bancshares Inc. ($140.48M), Steele Capital Management Inc. ($132.97M), and Glassman Wealth Services ($99.84M).Learn more on FNDX's institutional investors.

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

Of the 444 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 Advisory Inc. ($11.04M), Signature Estate & Investment Advisors LLC ($2.75M), Steele Capital Management Inc. ($1.98M), Guardian Wealth Advisors LLC ($1.36M), Private Advisor Group LLC ($1.32M), McAdam LLC ($1.02M), and Pasadena Private Wealth LLC ($819.65K).

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

Institutional investors have bought a total of 40,194,582 shares in the last 24 months. This purchase volume represents approximately $788.51M in transactions.

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

Of the 249 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: Washington Trust Advisors Inc. ($796.54K), Connectus Wealth LLC ($445.05K), Arlington Financial Advisors LLC ($412.17K), Quadrant Capital Group LLC ($348.07K), Tanglewood Wealth Management Inc. ($284.35K), Osaic Holdings Inc. ($262.85K), and Prism Advisors Inc. ($178.86K).

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

Institutional investors have sold a total of 6,129,835 shares in the last 24 months. This volume of shares sold represents approximately $118.21M in transactions.


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This page (NYSEARCA:FNDX) was last updated on 11/4/2024 by MarketBeat.com Staff
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