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

Schwab Fundamental U.S. Large Company ETF logo
$24.38 -0.33 (-1.34%)
Closing price 08/1/2025 04:10 PM Eastern
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$24.42 +0.04 (+0.14%)
As of 08/1/2025 06:37 PM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX)

Number of
Institutional Buyers
(last 12 months)
601
Total
Institutional Inflows
(last 12 months)
$9.58B
Number of
Institutional Sellers
(last 12 months)
209
Total
Institutional Outflows
(last 12 months)
$347.24M
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FNDX Institutional Buying and Selling by Quarter

Schwab Fundamental U.S. Large Company ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Cedar Point Capital Partners LLC417,958$10.26M7.2%-5.2%0.055%
8/1/2025Capital Investment Counsel LLC12,729$312K0.0%+15.5%0.002%
8/1/2025Clark Asset Management LLC22,761$559K0.1%N/A0.003%
8/1/2025GWN Securities Inc.10,532$259K0.0%+5.9%0.001%
8/1/2025SYM FINANCIAL Corp5,562$136K0.0%+92.5%0.001%
8/1/2025Y Intercept Hong Kong Ltd43,078$1.06M0.0%N/A0.006%
8/1/2025Cobblestone Capital Advisors LLC NY417,042$10.23M0.5%-2.8%0.055%
8/1/2025Schmidt P J Investment Management Inc.267,366$6.56M1.1%-18.5%0.035%
8/1/2025Pasadena Private Wealth LLC669,199$16.42M2.8%+10.8%0.088%
8/1/2025Envestnet Asset Management Inc.6,394,055$156.91M0.0%+67.9%0.843%
8/1/2025Chilton Capital Management LLC22,518$553K0.0%-7.1%0.003%
7/31/2025 Resonant Capital Advisors LLC1,321,791$32.44M2.1%+4.8%0.174%
7/31/2025 Cabot Wealth Management Inc.656,846$16.12M1.9%+1.3%0.087%
7/31/2025 Brighton Jones LLC8,789$216K0.0%N/A0.001%
7/31/2025 Leavell Investment Management Inc.288,425$7.08M0.3%+1.2%0.038%
7/31/2025 CVA Family Office LLC189,006$4.64M0.7%-3.6%0.025%
7/31/2025 Guardian Financial Partners LLC291,211$7.15M3.2%+12.0%0.038%
7/31/2025 Focus Partners Advisor Solutions LLC60,505$1.49M0.0%+6.8%0.008%
7/31/2025 Glass Jacobson Investment Advisors llc14,749$362K0.1%+18.6%0.002%
7/31/2025 Washington Trust Advisors Inc.779,628$19.13M1.6%-0.4%0.103%
7/31/2025 Carnegie Investment Counsel42,844$1.05M0.0%+14.6%0.006%
7/31/2025 Strata Wealth Advisors LLC649,671$15.94M4.4%+9.1%0.086%
7/30/2025 Brookstone Capital Management18,025$442K0.0%-16.2%0.002%
7/30/2025 Phillips Financial Management LLC38,095$932K0.1%+1,071.1%0.005%
7/30/2025 Studio Investment Management LLC27,268$669K0.1%+3.3%0.004%
7/30/2025 Mid American Wealth Advisory Group Inc.1,527$37K0.0%N/A0.000%
7/30/2025 Darrow Company Inc.255,428$6.27M3.2%+2.7%0.034%
7/30/2025 Avidian Wealth Enterprises LLC186,558$4.58M0.2%-9.6%0.025%
7/30/2025 Journey Advisory Group LLC261,186$6.41M0.5%-3.4%0.034%
7/30/2025 Crewe Advisors LLC6,785$167K0.0%+59.3%0.001%
7/29/2025 Cidel Asset Management Inc.230,749$5.66M0.3%-12.7%0.030%
7/29/2025 Salomon & Ludwin LLC1,809$45K0.0%+142.2%0.000%
7/29/2025 Mezzasalma Advisors LLC58,069$1.43M0.4%+11.3%0.008%
7/29/2025 Wingate Wealth Advisors Inc.209,862$5.15M4.6%+58.5%0.028%
7/29/2025 Planned Solutions Inc.1,061,948$26.06M9.9%-0.5%0.140%
7/29/2025 Financial Synergies Wealth Advisors Inc.64,585$1.59M0.2%+13.4%0.009%
7/29/2025 Kelman Lazarov Inc.2,334,201$57.28M9.3%+2.4%0.308%
7/29/2025 Systelligence LLC181,770$4.46M0.8%-59.5%0.024%
7/29/2025 Signature Estate & Investment Advisors LLC7,821,721$191.95M4.4%+5.5%1.031%
7/29/2025 May Barnhard Investments LLC38,538$946K0.4%+4.7%0.005%
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7/29/2025 Koshinski Asset Management Inc.18,689$459K0.0%-13.0%0.002%
7/29/2025 Private Wealth Management Group LLC1,544$38K0.0%-40.3%0.000%
7/29/2025 Foster & Motley Inc.265,907$6.53M0.4%+0.6%0.035%
7/29/2025 Private Trust Co. NA3,901$96K0.0%+97.9%0.001%
7/29/2025 Angeles Wealth Management LLC67,485$1.66M0.1%-5.4%0.009%
7/29/2025 Roof Eidam Maycock Peralta LLC108,119$2.65M0.7%-3.0%0.014%
7/29/2025 Harbor Asset Planning Inc.74,893$1.84M1.8%N/A0.010%
7/29/2025 Clearview Wealth Advisors LLC130,166$3.19M2.2%+1.3%0.017%
7/28/2025 WealthPLAN Partners LLC21,788$535K0.1%+2.6%0.003%
7/28/2025 EQ Wealth Advisors LLC203,669$5.00M3.4%+511.3%0.027%
7/28/2025 Sterling Financial Planning Inc.434,117$10.65M3.5%+6.3%0.057%
7/28/2025 Harbour Investments Inc.50,496$1.24M0.0%-17.1%0.007%
7/28/2025 Brown Financial Advisory25,314$621K0.3%+49.8%0.003%
7/28/2025 Arlington Financial Advisors LLC377,760$9.27M1.5%-1.6%0.050%
7/28/2025 Sagespring Wealth Partners LLC12,063$296K0.0%-11.7%0.002%
7/28/2025 Kiker Wealth Management LLC2,160$53K0.0%+572.9%0.000%
7/28/2025 Revolve Wealth Partners LLC31,407$771K0.1%-10.0%0.004%
7/25/2025 Northwest Capital Management Inc31,520$774K0.4%N/A0.004%
7/25/2025 NorthRock Partners LLC9,033$222K0.0%-8.4%0.001%
7/25/2025 Atria Wealth Solutions Inc.25,951$638K0.0%-43.0%0.003%
7/25/2025 Envestnet Portfolio Solutions Inc.20,177$495K0.0%+11.2%0.003%
7/25/2025 Sequoia Financial Advisors LLC129,836$3.19M0.0%-1.7%0.017%
7/25/2025 Total Clarity Wealth Management Inc.18,883$463K0.1%N/A0.002%
7/25/2025 Welch Group LLC24,801$609K0.0%+27.0%0.003%
7/25/2025 RHS Financial LLC327,963$8.05M4.6%-4.7%0.043%
7/25/2025 Prostatis Group LLC68,602$1.68M0.5%+8.2%0.009%
7/25/2025 CWM LLC62,177$1.53M0.0%+70.7%0.008%
7/25/2025 Wealth Advisory Team LLC28,219$692K0.6%N/A0.004%
7/25/2025 Lodestar Private Asset Management LLC124,028$3.04M0.4%+9.1%0.016%
7/25/2025 Sovereign Financial Group Inc.35,387$868K0.2%-6.1%0.005%
7/25/2025 R. W. Roge & Company Inc.82,434$2.02M1.1%-2.0%0.011%
7/24/2025 Financial Connections Group Inc.6,898$169K0.1%+51.1%0.001%
7/24/2025 Allen Wealth Management LLC955,540$23.45M16.4%-0.8%0.126%
7/24/2025 Riverchase Wealth Management LLC86,052$2.11M1.3%-7.8%0.011%
7/24/2025 Wealthstar Advisors LLC109,698$2.69M1.0%+2.1%0.014%
7/24/2025 Mengis Capital Management Inc.21,241$521K0.1%+3.1%0.003%
7/24/2025 IFP Advisors Inc88,433$2.17M0.1%+41.0%0.012%
7/24/2025 Ashford Advisors LLC1,981,772$48.63M11.2%-1.2%0.261%
7/24/2025 Lee Financial Co2,409,524$59.13M8.5%-3.3%0.318%
7/24/2025 Blair William & Co. IL28,057$689K0.0%+2.7%0.004%
7/24/2025 Copperwynd Financial LLC9,984$245K0.1%N/A0.001%
7/24/2025 US Bancorp DE26,349$647K0.0%+12.7%0.003%
7/23/2025 AMI Investment Management Inc.47,028$1.15M0.3%-58.4%0.006%
7/23/2025 Eagle Strategies LLC584,927$14.35M2.2%+8.1%0.077%
7/23/2025 Valmark Advisers Inc.34,153$838K0.0%+14.5%0.005%
7/23/2025 Godsey & Gibb Inc.6,801$167K0.0%+26.6%0.001%
7/23/2025 Kingswood Wealth Advisors LLC61,358$1.51M0.1%+2.5%0.008%
7/23/2025 Solitude Financial Services958,783$23.53M8.5%+5.3%0.126%
7/23/2025 Asset Planning Corporation44,014$1.08M0.6%-20.8%0.006%
7/23/2025 Joel Isaacson & Co. LLC23,295$572K0.0%N/A0.003%
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7/23/2025 Arcadia Investment Advisors LLC47,316$1.16M0.6%-4.0%0.006%
7/23/2025 Prime Capital Investment Advisors LLC15,684$385K0.0%-28.4%0.002%
7/23/2025 Litman Gregory Wealth Management LLC21,404$525K0.0%+14.0%0.003%
7/22/2025 Capital Advisors Inc. OK14,340$352K0.0%-33.5%0.002%
7/22/2025 Red Tortoise LLC247,442$6.07M2.9%+3.2%0.033%
7/22/2025 Belpointe Asset Management LLC1,241,457$30.47M1.3%-2.2%0.164%
7/22/2025 Berkshire Money Management Inc.2,112$52K0.0%N/A0.000%
7/22/2025 Valley National Advisers Inc.50,524$1.24M0.2%-4.1%0.007%
7/22/2025 Appleton Partners Inc. MA31,450$772K0.1%-5.4%0.004%
7/22/2025 Valeo Financial Advisors LLC86,083$2.11M0.0%-3.7%0.011%
(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, 693 institutional investors and hedge funds held shares of Schwab Fundamental U.S. Large Company ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($9.19B), Charles Schwab Investment Advisory Inc. ($8.62B), Captrust Financial Advisors ($353.82M), McAdam LLC ($202.90M), Boulay Financial Advisors LLC ($195.01M), Signature Estate & Investment Advisors LLC ($191.95M), and Ameriprise Financial Inc. ($183.32M).Learn more on Schwab Fundamental U.S. Large Company ETF's institutional investors.

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

Of the 673 institutional investors that purchased Schwab Fundamental U.S. Large Company ETF's 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), Boulay Financial Advisors LLC ($8.54M), Signature Estate & Investment Advisors LLC ($8.28M), Charles Schwab Investment Advisory Inc. ($7.27M), McAdam LLC ($7.19M), and Steele Capital Management Inc. ($6.05M).

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

Institutional investors have bought a total of 404,165,777 shares in the last 24 months. This purchase volume represents approximately $9.58B in transactions.

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

Of the 208 institutional investors that sold Schwab Fundamental U.S. Large Company ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($3.81M), Signature Estate & Investment Advisors LLC ($2.97M), McAdam LLC ($1.02M), BlueStem Wealth Partners LLC ($671.88K), Northwestern Mutual Wealth Management Co. ($573.29K), Quadcap Wealth Management LLC ($485.42K), and Kestra Advisory Services LLC ($453.07K).

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

Institutional investors have sold a total of 14,632,735 shares in the last 24 months. This volume of shares sold represents approximately $347.24M in transactions.



This page (NYSEARCA:FNDX) was last updated on 8/2/2025 by MarketBeat.com Staff
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