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

Schwab Fundamental U.S. Large Company Index ETF logo
$23.73 +0.24 (+1.02%)
(As of 12/20/2024 05:31 PM 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)
360
Total
Institutional Inflows
(last 12 months)
$421.94M
Number of
Institutional Sellers
(last 12 months)
166
Total
Institutional Outflows
(last 12 months)
$43.13M
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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
12/2/2024 Capasso Planning Partners LLC62,872$4.51M1.3%-18.2%0.027%
11/29/2024 American Trust142,056$10.19M0.8%-6.9%0.062%
11/26/2024 Peapack Gladstone Financial Corp91,770$6.59M0.1%+2.8%0.040%
11/25/2024 Synovus Financial Corp118,654$8.51M0.1%+92.6%0.052%
11/25/2024 Destination Wealth Management2,919$209K0.0%N/A0.001%
11/25/2024 Sanctuary Advisors LLC38,117$2.74M0.0%N/A0.017%
11/18/2024 Arete Wealth Advisors LLC117,697$8.41M0.7%+32.9%0.051%
11/18/2024 Asset Allocation Strategies LLC64,252$4.61M1.3%+459.0%0.028%
11/15/2024 Executive Wealth Management LLC5,881$422K0.0%N/A0.003%
11/15/2024 Nabity Jensen Investment Management Inc8,846$635K0.5%N/A0.004%
11/15/2024 Continuum Advisory LLC17,464$1.25M0.2%+160.2%0.008%
11/15/2024 Y Intercept Hong Kong Ltd14,551$1.04M0.1%N/A0.006%
11/15/2024 Glass Jacobson Investment Advisors llc2,957$212K0.1%+49.0%0.001%
11/15/2024 MML Investors Services LLC95,543$6.86M0.0%+5.0%0.042%
11/15/2024 Urban Financial Advisory Corp149,506$10.73M5.9%+78.7%0.065%
11/15/2024 Orion Portfolio Solutions LLC17,160$1.23M0.0%+31.5%0.007%
11/15/2024 EP Wealth Advisors LLC21,680$1.56M0.0%-5.3%0.009%
11/15/2024 Jane Street Group LLC3,169$227K0.0%-75.7%0.001%
11/15/2024 Kovitz Investment Group Partners LLC7,107$510K0.0%N/A0.003%
11/15/2024 Stifel Financial Corp10,269$737K0.0%+38.1%0.004%
11/15/2024 Quantinno Capital Management LP4,050$291K0.0%N/A0.002%
11/15/2024 Integrated Wealth Concepts LLC22,801$1.64M0.0%+14.2%0.010%
11/15/2024 HighTower Advisors LLC515,495$37.02M0.1%+4.2%0.225%
11/15/2024 Paradigm Capital Management LLC NV28,663$2.06M2.0%N/A0.013%
11/14/2024 Cobblestone Capital Advisors LLC NY145,740$10.46M0.6%-2.8%0.064%
11/14/2024 Tradition Wealth Management LLC182,263$13.08M1.2%+2.7%0.080%
11/14/2024 Kiely Wealth Advisory Group Inc.3,642$261K0.2%+200.0%0.002%
11/14/2024 Ironwood Investment Counsel LLC109,387$7.85M1.3%+17.3%0.048%
11/14/2024 Captrust Financial Advisors4,641,312$333.06M1.0%+7.2%2.027%
11/14/2024 Icon Wealth Advisors LLC1,499$108K0.0%N/A0.001%
11/14/2024 Bell Investment Advisors Inc685,216$49.17M9.0%-1.2%0.299%
11/13/2024 Townsquare Capital LLC5,985$429K0.0%+49.4%0.003%
11/13/2024 FMR LLC85,753$6.15M0.0%+16.6%0.037%
11/13/2024 Elios Financial Group Inc.3,145$226K0.1%N/A0.001%
11/12/2024 Capital Investment Counsel LLC4,339$311K0.1%N/A0.002%
11/12/2024 Cahill Financial Advisors Inc.321,021$23.04M3.2%-15.5%0.140%
11/12/2024 Centaurus Financial Inc.1,767$127K0.0%N/A0.001%
11/12/2024 Journey Advisory Group LLC93,641$6.27M0.7%-3.1%0.041%
11/12/2024Larson Financial Group LLC10,220$733K0.0%-4.4%0.004%
11/12/2024 Kingsview Wealth Management LLC100,818$7.24M0.2%+6.6%0.044%
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11/12/2024 Cerity Partners LLC153,352$11.01M0.0%-4.9%0.067%
11/12/2024 Great Valley Advisor Group Inc.45,323$3.25M0.1%+96.7%0.020%
11/12/2024 Certified Advisory Corp210,187$15.08M1.7%+18.9%0.092%
11/12/2024 Meridian Wealth Management LLC42,429$3.05M0.1%N/A0.019%
11/12/2024 Icon Wealth Advisors LLC12,837$921K0.0%N/A0.006%
11/12/2024 Charles Schwab Investment Management Inc.130,624,355$9.37B1.8%+0.2%57.041%
11/8/2024 Steele Capital Management Inc.1,985,873$142.51M7.4%+0.5%0.867%
11/8/2024 Darwin Wealth Management LLC6,727$483K0.1%N/A0.003%
11/8/2024 Cedar Wealth Management LLC15,582$1.12M0.3%+69.5%0.007%
11/8/2024 Etfidea LLC44,019$3.16M1.0%+1.1%0.019%
11/8/2024 R. W. Roge & Company Inc.59,903$4.30M2.3%-2.3%0.026%
11/8/2024 Howe & Rusling Inc.7,168$514K0.0%+7.0%0.003%
11/8/2024 Northwest Bancshares Inc.2,073,044$148.76M25.3%-1.3%0.905%
11/8/2024 SouthState Corp2,770$199K0.0%-16.6%0.001%
11/8/2024 Lowery Thomas LLC116,638$8.37M5.7%+7.2%0.051%
11/8/2024 Prospera Financial Services Inc34,170$2.45M0.1%+9.3%0.015%
11/7/2024 MidAtlantic Capital Management Inc.16,617$1.19M0.9%N/A0.007%
11/7/2024 MAI Capital Management105,503$7.57M0.1%+1.0%0.046%
11/6/2024 Vishria Bird Financial Group LLC11,216$805K0.3%N/A0.005%
11/6/2024 Signature Estate & Investment Advisors LLC3,196,535$229.38M5.3%+18.6%1.396%
11/6/2024 OneDigital Investment Advisors LLC189,531$13.60M0.2%-2.0%0.083%
11/6/2024 Main Street Financial Solutions LLC62,946$4.52M0.4%+96.7%0.027%
11/6/2024 Schrum Private Wealth Management LLC48,442$3.48M1.8%+100.0%0.021%
11/6/2024 Cornerstone Planning Group LLC1,309,618$93.98M20.6%N/A0.572%
11/6/2024 Mengis Capital Management Inc.6,333$454K0.1%+18.5%0.003%
11/5/2024 Simmons Bank3,692$265K0.0%N/A0.002%
11/5/2024 Haverford Trust Co282,371$20.26M0.2%+1.0%0.123%
11/5/2024 Empower Advisory Group LLC6,160$442K0.0%-17.6%0.003%
11/5/2024 Savvy Advisors Inc.31,280$2.25M0.5%+7.0%0.014%
11/5/2024 Systelligence LLC194,255$13.94M3.5%-0.7%0.085%
11/5/2024 Harbour Investments Inc.19,564$1.40M0.0%+28.2%0.009%
11/5/2024 Nations Financial Group Inc. IA ADV16,831$1.21M0.1%+4.1%0.007%
11/4/2024 Koesten Hirschmann & Crabtree INC.570,981$40.97M23.9%-1.9%0.249%
11/4/2024 Paragon Capital Management LLC3,544$254K0.1%N/A0.002%
11/4/2024 Sigma 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%
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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%
(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, 516 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. ($9.37B), Charles Schwab Investment Advisory Inc. ($8.62B), Captrust Financial Advisors ($333.06M), Signature Estate & Investment Advisors LLC ($229.38M), McAdam LLC ($209.31M), Northwest Bancshares Inc. ($148.76M), and Steele Capital Management Inc. ($142.51M).Learn more on FNDX's institutional investors.

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

Of the 455 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 ($3.25M), Steele Capital Management Inc. ($1.99M), Private Advisor Group LLC ($1.32M), Cornerstone Planning Group LLC ($1.31M), McAdam LLC ($1.02M), and Envestnet Asset Management Inc. ($817.57K).

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

Institutional investors have bought a total of 40,855,790 shares in the last 24 months. This purchase volume represents approximately $823.88M in transactions.

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

Of the 250 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), Tanglewood Wealth Management Inc. ($284.35K), Osaic Holdings Inc. ($262.85K), Prism Advisors Inc. ($178.86K), and McAdam LLC ($173.22K).

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

Institutional investors have sold a total of 5,861,953 shares in the last 24 months. This volume of shares sold represents approximately $115.17M in transactions.


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This page (NYSEARCA:FNDX) was last updated on 12/22/2024 by MarketBeat.com Staff
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