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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
VNA
276
Valley National Advisers
Pennsylvania
$1.34M +$12K +474 +0.9%
MCM
277
MidAtlantic Capital Management
Virginia
$1.34M -$39K -1,536 -3%
CPRC
278
Consolidated Portfolio Review Corp
New York
$1.33M -$227K -8,936 -15%
BNP Paribas Financial Markets
279
BNP Paribas Financial Markets
France
$1.32M -$7.62M -299,993 -86%
VAF
280
Values Added Financial
District of Columbia
$1.31M – – –
JWCA
281
J.W. Cole Advisors
Florida
$1.3M +$112K +4,416 +10%
AAS
282
Ameritas Advisory Services
Nebraska
$1.28M +$422K +16,622 +52%
BFG
283
Berger Financial Group
Minnesota
$1.28M -$47.1K -1,854 -4%
Empower Advisory Group
284
Empower Advisory Group
Colorado
$1.25M +$617K +24,297 +104%
AIM
285
AMI Investment Management
Indiana
$1.24M – – –
VA
286
Valmark Advisers
Ohio
$1.22M +$314K +12,361 +36%
AIA
287
Arcadia Investment Advisors
Idaho
$1.2M -$43.9K -1,728 -4%
S
288
SignatureFD
Georgia
$1.19M +$2.21K +87 +0.2%
AOWM
289
Alpha Omega Wealth Management
Virginia
$1.19M -$40.8K -1,608 -3%
APC
290
Asset Planning Corporation
Tennessee
$1.13M -$22.9K -902 -2%
MWA
291
Medallion Wealth Advisors
Connecticut
$1.12M -$13.8K -544 -1%
WPC
292
Wedmont Private Capital
Pennsylvania
$1.12M +$2.89K +114 +0.3%
KIA
293
KCM Investment Advisors
California
$1.11M – – –
CA
294
CoreCap Advisors
Michigan
$1.08M -$1.29M -50,829 -55%
CAG
295
Csenge Advisory Group
Florida
$1.07M +$616K +24,264 +148%
GFP
296
Gryphon Financial Partners
Ohio
$1.05M +$24.2K +953 +2%
CPA
297
Clear Point Advisors
New York
$1.02M -$21K -827 -2%
KCIC
298
Kuhn & Co Investment Counsel
Illinois
$1M – – –
PFM
299
Phillips Financial Management
Indiana
$1M – – –
MBI
300
May Barnhard Investments
Maryland
$1,000K -$13.4K -526 -1%
10 11
12
13 14

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.