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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
Northern Trust
351
Northern Trust
Illinois
$650K -$113K -4,433 -15%
MWM
352
Mission Wealth Management
California
$643K +$621K +24,449 New
KW
353
Keyvantage Wealth
Pennsylvania
$626K – – –
LI
354
Lafayette Investments
Maryland
$625K -$965 -38 -0.2%
FWI
355
Facet Wealth Inc
Maryland
$624K +$57.1K +2,247 +10%
IA
356
IFG Advisory
Georgia
$623K -$584 -23 -0.1%
BFA
357
Brown Financial Advisory
Alabama
$622K -$42.3K -1,667 -7%
HWM
358
HB Wealth Management
Georgia
$620K +$1.75K +69 +0.3%
CAM
359
Clark Asset Management
New Hampshire
$615K +$15.9K +627 +3%
CCM
360
Chilton Capital Management
Texas
$614K +$20.7K +817 +4%
CAL
361
Capital Analysts LLC
Pennsylvania
$612K +$298K +11,729 +102%
SWP
362
Stratos Wealth Partners
Ohio
$591K -$19.8K -780 -3%
MCM
363
Mengis Capital Management
Oregon
$588K +$28.7K +1,131 +5%
DACG
364
Donor Advised Charitable Giving
California
$586K +$2.34K +92 +0.4%
NCM
365
Noesis Capital Mangement
Florida
$577K -$14.5K -570 -3%
Baird Financial Group
366
Baird Financial Group
Wisconsin
$575K -$129K -5,070 -19%
CW
367
CreativeOne Wealth
Kansas
$572K +$30.3K +1,193 +6%
JLBC
368
J.L. Bainbridge & Co
Florida
$565K +$18.7K +735 +4%
LGWM
369
Litman Gregory Wealth Management
California
$563K – – –
WP
370
WealthPLAN Partners
Nebraska
$550K -$22.1K -871 -4%
FF
371
Francis Financial
$547K – – –
DC
372
Dahring Cusmano
Michigan
$543K -$28.1K -1,105 -5%
Envestnet Portfolio Solutions
373
Envestnet Portfolio Solutions
Illinois
$542K +$10.7K +420 +2%
WWM
374
Western Wealth Management
Colorado
$525K -$3.73K -147 -0.7%
GAA
375
Global Assets Advisory
Florida
$521K +$67.3K +2,650 +15%
13 14
15
16 17

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.