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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
PWA
326
Principia Wealth Advisory
Texas
$822K -$725K -28,555 -48%
SPIA
327
Steward Partners Investment Advisory
New York
$817K -$24.5K -966 -3%
WI
328
Westbourne Investments
Virginia
$807K -$217K -8,535 -22%
CT
329
Colonial Trust
South Carolina
$784K +$359K +14,151 +90%
IAN
330
Integrated Advisors Network
Texas
$782K -$160K -6,318 -18%
AP
331
Appleton Partners
Massachusetts
$770K -$54.9K -2,162 -7%
Janney Montgomery Scott
332
Janney Montgomery Scott
Pennsylvania
$760K +$73.9K +2,909 +11%
Kovitz Investment Group Partners
333
Kovitz Investment Group Partners
Illinois
$752K -$12.4K -489 -2%
HIP
334
HUB Investment Partners
Texas
$743K -$40.5K -1,597 -5%
SIMG
335
Sonora Investment Management Group
Arizona
$742K +$54.8K +2,160 +8%
CW
336
Channel Wealth
California
$735K -$76.1K -2,996 -10%
JIC
337
Johnson Investment Counsel
Ohio
$725K -$13.1K -517 -2%
SIM
338
Studio Investment Management
Illinois
$703K -$13.2K -520 -2%
HR
339
Howe & Rusling
New York
$702K -$84.7K -3,337 -11%
LKBC
340
L.K. Benson & Company
Maryland
$700K +$2.56K +101 +0.4%
US Bancorp
341
US Bancorp
Minnesota
$697K +$3.91K +154 +0.6%
EAM
342
Evanson Asset Management
California
$695K – – –
IFG
343
Independent Financial Group
California
$683K +$144K +5,687 +28%
BIG
344
Builder Investment Group
Georgia
$668K -$4.49K -177 -0.7%
SHGA
345
Sand Hill Global Advisors
California
$667K – – –
PAYA
346
Phil A. Younker & Associates
Alaska
$666K +$54.6K +2,150 +9%
KeyBank National Association
347
KeyBank National Association
Ohio
$661K +$199K +7,826 +45%
TIAA Trust, National Association
348
TIAA Trust, National Association
North Carolina
$660K +$40.5K +1,596 +7%
TPI
349
Trust Point Inc
Wisconsin
$657K – – –
WFA
350
Wellspring Financial Advisors
Ohio
$654K +$2.59K +102 +0.4%
12 13
14
15 16

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.