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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
AC
301
Apella Capital
Connecticut
$996K +$59.4K +2,338 +7%
SPC
302
Sigma Planning Corp
Michigan
$987K -$1.48M -58,298 -61%
CNBTD
303
Citizens National Bank Trust Department
Mississippi
$977K +$944K +37,161 New
PA
304
Parallel Advisors
California
$973K -$29.8K -1,173 -3%
SFG
305
Sage Financial Group
Pennsylvania
$968K +$14.8K +583 +2%
LFS
306
Legacy Financial Strategies
Kansas
$958K +$58.9K +2,320 +7%
SYBT
307
Stock Yards Bank & Trust
Kentucky
$957K – – –
NJIM
308
Nabity-Jensen Investment Management
Nebraska
$947K +$13.2K +518 +1%
CIA
309
Capital Investment Advisors
Georgia
$941K +$127K +5,000 +16%
CCA
310
Clarity Capital Advisors
Florida
$941K +$3.76K +148 +0.4%
CFD
311
Creative Financial Designs
Indiana
$937K +$219K +8,607 +32%
CA
312
Continuum Advisory
Idaho
$927K -$4.8K -189 -0.5%
BFP
313
Beacon Financial Planning
Massachusetts
$926K +$2.29K +90 +0.3%
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$917K -$693K -27,307 -44%
FCH
315
Freestone Capital Holdings
Washington
$915K – – –
VBFG
316
Vishria Bird Financial Group
Tennessee
$885K – – –
Betterment LLC
317
Betterment LLC
New York
$880K +$113K +4,462 +15%
FFA
318
Farther Finance Advisors
California
$877K -$37.2K -1,464 -4%
HWMO
319
Heritage Wealth Management (Ohio)
Ohio
$870K +$172K +6,794 +26%
CIAS
320
CFS Investment Advisory Services
New Jersey
$849K -$17.6K -694 -2%
ACA
321
Aptus Capital Advisors
Alabama
$845K -$21.4K -843 -3%
HWM
322
HRC Wealth Management
Idaho
$842K +$7.97K +314 +1%
LNWWM
323
Laird Norton Wetherby Wealth Management
California
$837K – – –
AFP
324
Ausdal Financial Partners
Iowa
$825K +$82.8K +3,263 +12%
RWP
325
Revolve Wealth Partners
New Jersey
$823K -$2.54K -100 -0.3%
11 12
13
14 15

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.