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Schwab Fundamental US Large Company Index ETF
FNDX

696 hedge funds and large institutions have $16.5B invested in Schwab Fundamental US Large Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 262 increasing their positions, 224 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

17% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 224

9% more capital invested

Capital invested by funds: $15.1B → $16.5B (+$1.34B)

5% more funds holding

Funds holding: 665 → 696 (+31)

4% more funds holding in top 10

Funds holding in top 10: 67 → 70 (+3)

2.03% less ownership

Funds ownership: 81.36% → 79.33% (-2%)

Holders
696
Holders Change
+31
Holders Change %
+4.66%
% of All Funds
9.14%
Holding in Top 10
70
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.48%
% of All Funds
0.92%
New
76
Increased
262
Reduced
224
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$177M
2
LPL Financial
LPL Financial
California
+$25.5M
3
RCM
Richardson Capital Management
Wisconsin
+$22.1M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$18.2M
5
ML
McAdam LLC
Pennsylvania
+$12.3M

Top Sellers

1
BWP
BlueStem Wealth Partners
Minnesota
-$40.5M
2
CPG
Cornerstone Planning Group
New Jersey
-$39.4M
3
Ameriprise
Ameriprise
Minnesota
-$20.4M
4
SC
Soundwatch Capital
Connecticut
-$9.98M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$7.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
251
Madison Asset Management
Wisconsin
$1.6M – – –
SA
252
Sanctuary Advisors
Indiana
$1.6M +$129K +5,070 +9%
WWA
253
WCG Wealth Advisors
Nevada
$1.59M +$218K +8,581 +16%
SIC
254
Salem Investment Counselors
North Carolina
$1.56M -$67.5K -2,659 -4%
HIM
255
Harbour Investment Management
Washington
$1.56M – – –
CPIG
256
Chicago Partners Investment Group
Illinois
$1.56M +$144K +5,676 +11%
NFG
257
Nations Financial Group
Iowa
$1.56M -$11.8K -463 -0.8%
KWA
258
Kingswood Wealth Advisors
California
$1.55M -$57.6K -2,270 -4%
LIA
259
LBMC Investment Advisors
Tennessee
$1.55M -$102K -4,006 -6%
TRCT
260
Tower Research Capital (TRC)
New York
$1.54M -$720K -28,354 -33%
SSWM
261
Sheets Smith Wealth Management
North Carolina
$1.5M -$939 -37 -0.1%
CIC
262
Carnegie Investment Counsel
Ohio
$1.49M +$355K +13,980 +33%
Stifel Financial
263
Stifel Financial
Missouri
$1.48M -$71.7K -2,824 -5%
AC
264
Avestar Capital
New York
$1.47M – – –
AA
265
Addison Advisors
Vermont
$1.46M -$254 -10 -0%
BAMG
266
Brand Asset Management Group
Missouri
$1.44M +$1.39M +54,917 New
IWM
267
IHT Wealth Management
Illinois
$1.44M -$52.7K -2,076 -4%
NSG
268
Nalls Sherbakoff Group
Tennessee
$1.44M -$61.3K -2,414 -4%
MWM
269
Modern Wealth Management
Kansas
$1.41M -$65.7K -2,586 -5%
JCM
270
Jacobi Capital Management
Pennsylvania
$1.4M +$5.56K +219 +0.4%
FPAS
271
Focus Partners Advisor Solutions
Missouri
$1.39M -$214K -8,437 -14%
AF
272
Advisornet Financial
Minnesota
$1.36M -$599K -23,576 -31%
Vanguard Group
273
Vanguard Group
Pennsylvania
$1.36M -$30.5K -1,203 -2%
HI
274
Harbour Investments
Wisconsin
$1.35M +$22.2K +876 +2%
WA
275
Waverly Advisors
Alabama
$1.34M -$298K -11,723 -19%
9 10
11
12 13

FNDX Hedge Fund Activity: Q3 2025 in Review

696 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q3 2025, worth a combined $16.5B — up 8.8% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new FNDX positions and 32 closed out — a net gain of 44 holders — while 262 added to existing stakes and 224 trimmed.

The largest buyer was Charles Schwab, adding an estimated $177M. The largest seller was BlueStem Wealth Partners, cutting an estimated $40.5M.

  • 696 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q3 2025, up from 665 in Q2 2025.
  • Funds reported $16.5B of Schwab Fundamental US Large Company Index ETF stock for Q3 2025, up 8.8% quarter-over-quarter.
  • 76 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q3 2025 and 32 closed out, a net change of +44 holders.
  • The largest Schwab Fundamental US Large Company Index ETF buyer in Q3 2025 was Charles Schwab, an estimated $177M added.
  • The largest Schwab Fundamental US Large Company Index ETF seller in Q3 2025 was BlueStem Wealth Partners, an estimated $40.5M sold.

Based on aggregated 13F filings for Q3 2025.