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

Schwab Fundamental U.S. Large Company Index ETF logo
$22.01 +0.13 (+0.59%)
As of 04/17/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Number of
Institutional Buyers
(last 12 months)
554
Total
Institutional Inflows
(last 12 months)
$9.09B
Number of
Institutional Sellers
(last 12 months)
141
Total
Institutional Outflows
(last 12 months)
$51.23M
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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
4/17/2025Schaper Benz & Wise Investment Counsel Inc. WI15,045$355K0.0%+3.2%0.002%
4/17/2025AA Financial Advisors LLC284,870$6.73M1.6%+0.4%0.039%
4/17/2025Grimes & Company Inc.9,404$222K0.0%+6.8%0.001%
4/17/2025QRG Capital Management Inc.27,266$644K0.0%+29.5%0.004%
4/17/2025Highline Wealth Partners LLC303,999$7.18M2.4%+60.7%0.042%
4/17/2025Sagespring Wealth Partners LLC13,668$323K0.0%-15.8%0.002%
4/17/2025Janney Montgomery Scott LLC28,991$684K0.0%+36.0%0.004%
4/17/2025Access Financial Services Inc.479,558$11.32M4.6%+39.0%0.066%
4/17/2025RHS Financial LLC343,965$8.12M4.6%-13.1%0.047%
4/17/2025Sound Income Strategies LLC7,245$171K0.0%+96.7%0.001%
4/17/2025Foster Victor Wealth Advisors LLC40,064$884K0.1%-16.2%0.005%
4/17/2025Dynamic Advisor Solutions LLC18,235$431K0.0%N/A0.002%
4/17/2025Cliftonlarsonallen Wealth Advisors LLC10,634$251K0.0%-33.5%0.001%
4/16/2025 CRA Financial Services LLC8,921$211K0.0%N/A0.001%
4/16/2025 Wealth Enhancement Advisory Services LLC499,713$11.80M0.0%-15.6%0.068%
4/16/2025 Bernard Wealth Management Corp.2,424$57K0.0%N/A0.000%
4/16/2025 Steele Capital Management Inc.6,054,706$142.95M7.4%+1.3%0.827%
4/16/2025 CVA Family Office LLC196,039$4.63M0.7%-1.0%0.027%
4/16/2025 Salem Investment Counselors Inc.66,415$1.57M0.1%+7.1%0.009%
4/16/2025 May Barnhard Investments LLC36,823$869K0.4%-6.4%0.005%
4/16/2025 Ferguson Wellman Capital Management Inc.14,181$335K0.0%N/A0.002%
4/16/2025 Fortitude Family Office LLC33,466$790K0.3%+3,805.0%0.005%
4/15/2025 Baker Ellis Asset Management LLC188,421$4.45M0.6%+2.8%0.026%
4/15/2025 Magnolia Private Wealth LLC257,515$6.08M3.4%-3.3%0.035%
4/15/2025 Alpha Omega Wealth Management LLC43,291$1.02M0.2%+10.6%0.006%
4/15/2025 Focus Financial Network Inc.131,421$3.10M0.1%+1.4%0.018%
4/15/2025 Leonard Rickey Investment Advisors P.L.L.C.1,426,942$31.85M6.9%+2.6%0.195%
4/15/2025 Alhambra Investment Management LLC391,819$9.25M4.8%+24.9%0.054%
4/15/2025 Integrated Advisors Network LLC30,912$730K0.0%-3.2%0.004%
4/14/2025 Bruce G. Allen Investments LLC356,202$8.41M6.7%+3.2%0.049%
4/14/2025 Midland Wealth Advisors LLC75,204$1.78M0.1%-43.2%0.010%
4/14/2025 Pallas Capital Advisors LLC409,620$9.67M0.4%-0.4%0.056%
4/14/2025 Farther Finance Advisors LLC15,302$361K0.0%+90.3%0.002%
4/14/2025 Destiny Wealth Partners LLC12,141$287K0.0%N/A0.002%
4/14/2025 Tanglewood Wealth Management Inc.1,233,735$29.13M3.3%-20.1%0.169%
4/14/2025 Capital Investment Advisors LLC31,024$732K0.0%+35.3%0.004%
4/14/2025 BCS Wealth Management107,116$2.53M0.7%+9.4%0.015%
4/14/2025 Park Avenue Securities LLC117,801$2.78M0.0%+1.5%0.016%
4/14/2025 KMG Fiduciary Partners LLC67,290$1.59M0.1%+1.7%0.009%
4/14/2025 Revolve Wealth Partners LLC34,911$824K0.1%+15.0%0.005%
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4/14/2025 Wedmont Private Capital41,722$921K0.0%+17.3%0.006%
4/14/2025 Gemmer Asset Management LLC2,546,334$60.12M6.0%+2.9%0.348%
4/11/2025 Principia Wealth Advisory LLC65,499$1.47M1.4%+7.3%0.009%
4/11/2025 Verum Partners LLC271,857$6.42M1.7%-9.0%0.037%
4/11/2025 Sovereign Financial Group Inc.37,677$890K0.2%+6.5%0.005%
4/11/2025 Signal Advisors Wealth LLC231,265$5.46M0.5%-21.0%0.032%
4/11/2025 AMI Investment Management Inc.113,046$2.67M0.9%N/A0.015%
4/10/2025 Breakwater Capital Group66,348$1.57M0.3%+210.1%0.009%
4/10/2025 Charles Schwab Trust Co2,775,995$65.54M5.5%+2.5%0.379%
4/10/2025 McGrath & Associates Inc.64,532$1.52M2.8%-9.3%0.009%
4/10/2025 Cathy Pareto & Associates Inc.132,676$3.13M2.8%+39.3%0.018%
4/10/2025 CGN Advisors LLC18,730$442K0.0%-4.2%0.003%
4/9/2025 Planned Solutions Inc.1,066,983$25.19M10.2%+2.2%0.146%
4/9/2025 Capital Asset Advisory Services LLC8,693$206K0.0%N/A0.001%
4/9/2025 ST Germain D J Co. Inc.4,212$99K0.0%N/A0.001%
4/9/2025 Merit Financial Group LLC625,320$14.76M0.2%+46.1%0.085%
4/9/2025 Elevation Wealth Partners LLC728,237$17.20M7.4%+0.5%0.100%
4/9/2025 Lbmc Investment Advisors LLC62,929$1.49M0.1%-8.3%0.009%
4/9/2025 Donor Advised Charitable Giving Inc.22,082$521K0.0%-9.9%0.003%
4/9/2025 Arlington Financial Advisors LLC383,879$9.06M1.6%-0.9%0.052%
4/9/2025 Moller Wealth Partners811,340$19.16M4.7%+5.8%0.111%
4/8/2025 Legacy Financial Strategies LLC33,165$783K0.2%-15.0%0.005%
4/8/2025 Parallel Advisors LLC36,457$861K0.0%+3.7%0.005%
4/7/2025 AdvisorNet Financial Inc117,084$2.76M0.2%-25.3%0.016%
4/3/2025 Collective Family Office LLC222,040$5.24M1.4%-0.3%0.030%
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%
3/12/2025Centaurus Financial Inc.5,603$133K0.0%+217.1%0.001%
2/27/2025Carolinas Wealth Consulting LLC21,345$505K0.1%+200.0%0.009%
2/25/2025B. 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%
2/24/2025Wilkins Miller Wealth Management LLC169,510$4.01M4.2%N/A0.074%
2/24/2025Liberty Square Wealth Partners LLC11,295$280K0.1%N/A0.005%
2/24/2025Great Valley Advisor Group Inc.233,384$5.53M0.1%+414.9%0.102%
2/22/2025American Trust312,165$7.39M0.6%+119.7%0.136%
2/19/2025Pinney & Scofield Inc.1,395$33K0.0%N/A0.001%
2/19/2025WCG Wealth Advisors LLC18,410$436K0.0%N/A0.008%
2/18/2025Western Wealth Management LLC15,813$374K0.1%+100.2%0.007%
2/18/2025McIlrath & Eck LLC4,600$109K0.0%+200.7%0.002%
2/18/2025Novem Group164,440$3.89M0.6%N/A0.072%
2/18/2025Focus Partners Advisor Solutions LLC56,489$1.34M0.0%+195.9%0.025%
2/18/2025Continuum Advisory LLC19,951$472K0.1%+14.2%0.009%
2/18/2025Lantern Wealth Advisors LLC24,424$578K0.4%+240.8%0.011%
2/17/2025Urban Financial Advisory Corp482,827$11.43M6.3%+222.9%0.211%
2/17/2025Waverly Advisors LLC60,057$1.42M0.0%+234.0%0.026%
2/17/2025Williams Jones Wealth Management LLC.10,851$257K0.0%+200.0%0.005%
2/17/2025Windsor Advisory Group LLC5,520$131K0.2%N/A0.002%
2/17/2025Vivaldi Capital Management LP21,602$534K0.1%+193.9%0.009%
2/17/2025Studio Investment Management LLC24,857$589K0.1%+217.6%0.011%
2/17/2025Royal Bank of Canada605,445$14.34M0.0%+200.8%0.264%
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2/17/2025Quadcap Wealth Management LLC853,387$20.21M3.0%+256.1%0.373%
2/17/2025Quantinno Capital Management LP131,812$3.12M0.0%+3,154.6%0.058%
2/17/2025Paradigm Capital Management LLC NV94,680$2.24M2.1%+230.3%0.041%
2/17/2025NorthRock Partners LLC8,805$209K0.0%N/A0.004%
2/17/2025Millennium Management LLC28,880$684K0.0%+900.0%0.013%
2/17/2025Laird Norton Wetherby Wealth Management LLC31,833$754K0.0%+200.0%0.014%
2/17/2025Gotham Asset Management LLC242,035$5.73M0.1%+271.8%0.106%
2/17/2025Greenline Partners LLC4,692$111K0.0%N/A0.002%
2/17/2025Focus Partners Wealth1,408,425$33.37M0.1%+301.9%0.615%
2/17/2025Francis Financial Inc.20,787$492K0.1%+154.0%0.009%
(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, 654 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. ($142.95M).Learn more on FNDX's institutional investors.

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

Of the 627 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. ($6.05M), 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 408,080,038 shares in the last 24 months. This purchase volume represents approximately $9.55B in transactions.

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

Of the 247 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: Tanglewood Wealth Management Inc. ($592.37K), Arlington Financial Advisors LLC ($383.97K), 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 4,709,415 shares in the last 24 months. This volume of shares sold represents approximately $98.81M in transactions.


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This page (NYSEARCA:FNDX) was last updated on 4/18/2025 by MarketBeat.com Staff
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