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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
PAW
376
Plan A Wealth
Nebraska
$520K +$32.3K +1,271 +7%
CAI
377
Capital Advisors Inc
Oklahoma
$520K +$138K +5,439 +38%
MWM
378
Maridea Wealth Management
New York
$519K -$17.3K -683 -3%
VCM
379
Vivaldi Capital Management
Illinois
$515K -$51.9K -2,046 -9%
WG
380
Welch Group
Alabama
$514K -$134K -5,265 -21%
MT
381
Midwest Trust
Kansas
$504K -$62.4K -2,457 -11%
Rockefeller Capital Management
382
Rockefeller Capital Management
New York
$504K -$68K -2,678 -12%
Financial Engines Advisors
383
Financial Engines Advisors
California
$503K +$35.5K +1,398 +8%
BCM
384
Brookstone Capital Management
Illinois
$502K +$26.9K +1,060 +6%
AO
385
Advisor OS
Illinois
$496K -$29.9K -1,179 -6%
AWM
386
Abound Wealth Management
Tennessee
$494K -$103K -4,038 -18%
VT
387
Vise Technologies
New York
$494K +$180K +7,082 +61%
BH
388
Burk Holdings
Oklahoma
$489K +$472K +18,581 New
DAS
389
Dynamic Advisor Solutions
Arizona
$483K +$1.57K +62 +0.3%
RDWM
390
Red Door Wealth Management
Tennessee
$479K +$462K +18,205 New
SWGC
391
Summit Wealth Group (Colorado)
Colorado
$478K -$463K -18,237 -89%
TFA
392
Tobias Financial Advisors
Florida
$471K – – –
JFG
393
JMG Financial Group
Illinois
$470K +$33.9K +1,337 +8%
TCM
394
Traub Capital Management
Massachusetts
$462K -$6.09K -240 -1%
MG
395
Mather Group
Illinois
$460K +$20.2K +795 +5%
ACP
396
Argyle Capital Partners
California
$459K – – –
TCWM
397
Total Clarity Wealth Management
Illinois
$458K -$36.9K -1,452 -8%
JIC
398
Joel Isaacson & Co
New York
$457K -$151K -5,935 -25%
RIA
399
Regal Investment Advisors
Michigan
$455K – – –
Koshinski Asset Management
400
Koshinski Asset Management
Illinois
$454K -$36.4K -1,432 -8%
14 15
16
17 18

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.