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Schwab Fundamental US Large Company Index ETF

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: 665696 (+31)

4% more funds holding in top 10

Funds holding in top 10: 6770 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BSTWA
401
Blake Schutter Theil Wealth Advisors
Ohio
$450K -$889 -35 -0.2%
EFG
402
Embree Financial Group
Illinois
$443K -$4.52K -178 -1%
RFC
403
Regions Financial Corp
Alabama
$435K +$40.8K +1,608 +11%
IAA
404
Independent Advisor Alliance
North Carolina
$431K +$144K +5,665 +53%
XT
405
XTX Topco
Cayman Islands
$421K +$407K +16,025 New
AWM
406
Axxcess Wealth Management
California
$420K +$184K +7,263 +84%
SOS
407
Silver Oak Securities
Tennessee
$419K +$8.76K +345 +2%
PNC Financial Services Group
408
PNC Financial Services Group
Pennsylvania
$417K +$5.36K +211 +1%
Members Trust
409
Members Trust
Florida
$414K
PCIA
410
Prime Capital Investment Advisors
Kansas
$414K +$1.4K +55 +0.4%
WA
411
WESPAC Advisors
California
$412K -$22.2K -875 -5%
BW
412
BIP Wealth
Georgia
$411K -$10.8K -425 -3%
HSA
413
HBK Sorce Advisory
Pennsylvania
$406K +$393K +15,462 New
DWM
414
Darwin Wealth Management
Florida
$403K -$24K -944 -6%
SBWIC
415
Schaper Benz & Wise Investment Counsel
Wisconsin
$403K
GC
416
Grimes & Company
Massachusetts
$397K +$80.9K +3,185 +27%
AssetMark Inc
417
AssetMark Inc
California
$396K -$7.74K -305 -2%
PP
418
Patten & Patten
Tennessee
$395K -$68.6K -2,700 -15%
GJIA
419
Glass Jacobson Investment Advisors
Maryland
$389K +$1.29K +51 +0.3%
Franklin Resources
420
Franklin Resources
California
$384K
CA
421
CGN Advisors
Kansas
$384K -$23K -904 -6%
BB
422
Burford Brothers
Texas
$380K +$2.72K +107 +0.7%
NDSI
423
Newman Dignan & Sheerar Inc
Rhode Island
$380K -$42.9K -1,689 -10%
MFC
424
Morris Financial Concepts
South Carolina
$380K -$6.47K -255 -2%
EAM
425
Empirical Asset Management
Massachusetts
$378K -$3.91K -154 -1%

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.