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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)
385
Total
Institutional Inflows
(last 12 months)
$710.98M
Number of
Institutional Sellers
(last 12 months)
160
Total
Institutional Outflows
(last 12 months)
$42.71M
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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
1/21/2025Embree Financial Group17,787$421K0.1%+193.6%0.008%
1/21/2025Archford Capital Strategies LLC338,303$8.01M1.2%+6.5%0.148%
1/21/2025Flagship Harbor Advisors LLC64,333$1.52M0.1%+189.7%0.028%
1/21/2025Advocate Group LLC9,405$223K0.0%+200.0%0.004%
1/21/2025CFS Investment Advisory Services LLC17,785$421K0.0%N/A0.008%
1/21/2025Grimes & Company Inc.8,803$208K0.0%+198.1%0.004%
1/21/2025SJS Investment Consulting Inc.2,523$60K0.0%+200.0%0.001%
1/21/2025Geneos Wealth Management Inc.5,082$120K0.0%+1,296.2%0.002%
1/21/2025Aspiring Ventures LLC70,017$1.71M1.1%N/A0.031%
1/21/2025Vishria Bird Financial Group LLC33,648$797K0.3%+200.0%0.015%
1/21/2025Sound Income Strategies LLC3,684$87K0.0%+200.0%0.002%
1/21/2025RFG Advisory LLC18,096$429K0.0%N/A0.008%
1/21/2025Johnson Bixby & Associates LLC83,733$1.98M0.3%+194.2%0.037%
1/17/2025 Red Door Wealth Management LLC10,301$244K0.0%N/A0.004%
1/17/2025 Cedar Point Capital Partners LLC434,268$10.28M7.0%+203.6%0.190%
1/17/2025 Adirondack Trust Co.1,155$27K0.0%+200.0%0.001%
1/17/2025 Janney Montgomery Scott LLC21,312$505K0.0%N/A0.009%
1/17/2025 Bartlett & CO. Wealth Management LLC926,437$21.94M0.3%+216.0%0.405%
1/17/2025 Baker Ellis Asset Management LLC183,237$4.34M0.6%+216.1%0.080%
1/17/2025 Marino Stram & Associates LLC13,430$318K0.1%+200.7%0.006%
1/17/2025 Sheets Smith Wealth Management42,213$1M0.1%+219.5%0.018%
1/17/2025 MCF Advisors LLC11,178$265K0.0%+200.0%0.005%
1/17/2025 White Pine Investment CO594,292$14.07M3.8%+205.7%0.260%
1/17/2025 Verum Partners LLC298,898$7.08M2.0%+170.3%0.131%
1/17/2025 Planned Solutions Inc.1,043,863$24.72M10.0%+202.6%0.456%
1/16/2025 Charles Schwab Trust Co2,708,289$64.13M5.5%+201.4%1.183%
1/16/2025 Aspiriant LLC8,982$213K0.0%+200.0%0.004%
1/16/2025 Koshinski Asset Management Inc.25,195$597K0.0%+198.3%0.011%
1/16/2025 Leonard Rickey Investment Advisors P.L.L.C.1,391,443$32.95M7.6%+205.5%0.608%
1/16/2025 Prairiewood Capital LLC1,370,117$32.44M13.9%+210.6%0.598%
1/16/2025 Breakwater Investment Management5,388$128K0.1%+200.0%0.002%
1/16/2025 Harbor Investment Advisory LLC3,360$80K0.0%+200.0%0.001%
1/16/2025 Gemmer Asset Management LLC2,473,879$58.58M5.8%+213.1%1.080%
1/16/2025 Access Financial Services Inc.344,895$8.17M3.6%+228.6%0.151%
1/16/2025 Donor Advised Charitable Giving Inc.24,514$581K0.0%+201.4%0.011%
1/16/2025 Evanson Asset Management LLC26,442$626K0.0%+200.0%0.012%
1/16/2025 Cambridge Advisors Inc.132,398$3.14M0.7%+203.2%0.058%
1/16/2025 Lbmc Investment Advisors LLC68,630$1.63M0.1%+200.0%0.030%
1/15/2025 Ameritas Advisory Services LLC67,956$1.61M0.1%+381.7%0.030%
1/15/2025 HB Wealth Management LLC38,601$914K0.0%+201.0%0.017%
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1/15/2025 Gill Capital Partners LLC9,576$227K0.1%N/A0.004%
1/15/2025 CGN Advisors LLC19,554$463K0.0%+202.7%0.009%
1/15/2025 Alhambra Investment Management LLC313,653$7.43M3.8%+276.9%0.137%
1/15/2025 Whitener Capital Management Inc.97,949$2.32M0.6%+195.4%0.043%
1/15/2025 Merit Financial Group LLC427,886$10.13M0.2%N/A0.187%
1/15/2025 First Pacific Financial4,688$111K0.0%+201.3%0.002%
1/15/2025 Channel Wealth LLC30,942$733K0.2%+200.0%0.014%
1/15/2025 KMG Fiduciary Partners LLC66,183$1.57M0.1%+238.4%0.029%
1/15/2025 Decker Retirement Planning Inc.1,500$36K0.0%N/A0.001%
1/15/2025 Empirical Asset Management LLC14,673$347K0.0%+201.5%0.006%
1/15/2025 Certified Advisory Corp716,231$16.96M1.8%+240.8%0.313%
1/15/2025 Harbor Group Inc.64,162$1.52M0.3%+195.2%0.028%
1/15/2025 Carnegie Investment Counsel32,968$781K0.0%+231.8%0.014%
1/15/2025 Guardian Financial Partners LLC236,756$5.61M3.3%+241.0%0.103%
1/14/2025 Sebold Capital Management Inc.162,893$3.86M2.6%+200.1%0.071%
1/14/2025 Lakewood Asset Management LLC366,481$8.68M6.0%+198.0%0.160%
1/14/2025 Paragon Capital Management Ltd13,725$325K0.1%+200.0%0.006%
1/14/2025 SignalPoint Asset Management LLC10,568$250K0.1%+199.7%0.005%
1/14/2025 Builder Investment Group Inc. ADV25,447$603K0.2%+198.4%0.011%
1/14/2025 Pinnacle Bancorp Inc.1,249$30K0.0%+700.6%0.001%
1/14/2025 Godsey & Gibb Inc.5,373$127K0.0%+133.3%0.002%
1/14/2025 Cliftonlarsonallen Wealth Advisors LLC15,991$379K0.0%N/A0.007%
1/14/2025 Apella Capital LLC35,831$848K0.0%+200.3%0.016%
1/14/2025 Nabity Jensen Investment Management Inc33,118$784K0.6%+274.4%0.014%
1/14/2025 First Community Trust NA5,958$141K0.1%+200.0%0.003%
1/14/2025 Park Avenue Securities LLC116,006$2.75M0.0%+242.8%0.051%
1/14/2025 SeaCrest Wealth Management LLC13,350$316K0.0%+214.9%0.006%
1/14/2025 Sovereign Financial Group Inc.35,373$838K0.2%+205.8%0.015%
1/14/2025 Breakwater Capital Group21,397$507K0.1%+271.6%0.009%
1/14/2025 Signal Advisors Wealth LLC292,791$6.93M0.8%+236.4%0.128%
1/13/2025 BCS Wealth Management97,938$2.32M0.6%N/A0.043%
1/13/2025 AdvisorNet Financial Inc156,826$3.71M0.3%+195.9%0.068%
1/13/2025 Tsfg LLC2,139$51K0.0%+200.0%0.001%
1/13/2025 Pallas Capital Advisors LLC411,466$9.74M0.4%+0.5%0.180%
1/13/2025 Abound Wealth Management15,707$372K0.1%+239.6%0.007%
1/13/2025 Wedmont Private Capital35,572$835K0.0%+200.0%0.016%
1/13/2025 Salem Investment Counselors Inc.62,029$1.47M0.0%+203.3%0.027%
1/13/2025 Envision Financial LLC554,122$13.12M10.5%N/A0.242%
1/13/2025 Capital Investment Advisors LLC22,928$543K0.0%+276.7%0.010%
1/13/2025 Brookstone Capital Management19,409$460K0.0%+197.5%0.008%
1/13/2025 Boyce & Associates Wealth Consulting Inc.10,362$245K0.2%+200.0%0.005%
1/10/2025 Bruce G. Allen Investments LLC345,093$8.17M6.6%+205.7%0.151%
1/10/2025 Sugarloaf Wealth Management LLC12,223$289K0.0%+201.4%0.005%
1/10/2025 Highline Wealth Partners LLC189,158$4.48M1.5%+375.0%0.083%
1/8/2025 Collective Family Office LLC222,777$5.28M1.4%+230.2%0.097%
1/7/2025 Legend Financial Advisors Inc.408,425$9.67M6.8%+196.3%0.178%
1/7/2025 Moller Wealth Partners766,515$18.15M4.8%+189.8%0.335%
1/6/2025 Canandaigua National Trust Co of Florida25,140$595K0.5%+419.4%0.011%
1/6/2025 Kings Path Partners LLC85,364$2.02M0.9%+198.7%0.037%
1/2/2025 Global Wealth Strategies & Associates1,731$41K0.0%+201.0%0.001%
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12/26/2024JPMorgan Chase & Co.33,857$2.43M0.0%-36.8%0.015%
12/2/2024Capasso Planning Partners LLC62,872$4.51M1.3%-18.2%0.027%
11/29/2024American Trust142,056$10.19M0.8%-6.9%0.062%
11/26/2024Peapack Gladstone Financial Corp91,770$6.59M0.1%+2.8%0.040%
11/25/2024Synovus Financial Corp118,654$8.51M0.1%+92.6%0.052%
11/25/2024Destination Wealth Management2,919$209K0.0%N/A0.001%
11/25/2024Sanctuary Advisors LLC38,117$2.74M0.0%N/A0.017%
11/18/2024Arete Wealth Advisors LLC117,697$8.41M0.7%+32.9%0.051%
11/18/2024Asset Allocation Strategies LLC64,252$4.61M1.3%+459.0%0.028%
11/15/2024Executive Wealth Management LLC5,881$422K0.0%N/A0.003%
(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, 533 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 476 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), Charles Schwab Trust Co ($2.37M), Steele Capital Management Inc. ($1.99M), Gemmer Asset Management LLC ($1.86M), Cornerstone Planning Group LLC ($1.31M), and Prairiewood Capital LLC ($1.06M).

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

Institutional investors have bought a total of 53,137,413 shares in the last 24 months. This purchase volume represents approximately $1.12B 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 ($380.35K), 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 5,679,372 shares in the last 24 months. This volume of shares sold represents approximately $112.04M in transactions.


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This page (NYSEARCA:FNDX) was last updated on 1/21/2025 by MarketBeat.com Staff
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