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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
ECM
426
Evergreen Capital Management
Washington
$369K – – –
HKIMG
427
Hutchens & Kramer Investment Management Group
Indiana
$368K – – –
CNTOF
428
Canandaigua National Trust of Florida
New York
$366K -$270K -10,620 -43%
SSWG
429
Seven Springs Wealth Group
Tennessee
$363K – – –
NWM
430
Nova Wealth Management
Florida
$362K -$48.2K -1,900 -12%
ACM
431
Advisors Capital Management
New Jersey
$362K – – –
PWSG
432
Pacific Wealth Strategies Group
California
$360K -$7.46K -294 -2%
MWM
433
Modera Wealth Management
New Jersey
$357K -$3.15K -124 -0.9%
CL
434
Choreo LLC
Illinois
$356K -$191K -7,524 -36%
MSA
435
Marino Stram & Associates
Massachusetts
$355K +$686 +27 +0.2%
DWP
436
Destiny Wealth Partners
Florida
$352K +$31.7K +1,248 +10%
Fisher Asset Management
437
Fisher Asset Management
Washington
$352K +$6.22K +245 +2%
WT
438
Whittier Trust
California
$349K – – –
FLPIM
439
F.L. Putnam Investment Management
Massachusetts
$348K +$4.49K +177 +1%
TYCC
440
Texas Yale Capital Corp
Florida
$347K – – –
Goldman Sachs
441
Goldman Sachs
New York
$347K +$59.7K +2,353 +22%
SFG
442
Sovereign Financial Group
Connecticut
$345K -$566K -22,283 -63%
CFS
443
CRA Financial Services
New Jersey
$342K – – –
FWCM
444
Ferguson Wellman Capital Management
Oregon
$342K – – –
WCFA
445
Walkner Condon Financial Advisors
Wisconsin
$341K -$40.6K -1,600 -11%
PCMC
446
Paragon Capital Management (Colorado)
Colorado
$340K -$20.4K -803 -6%
AWAG
447
ARS Wealth Advisors Group
Florida
$336K +$325K +12,792 New
MA
448
MCF Advisors
Kentucky
$335K +$40K +1,577 +14%
WCA
449
Westover Capital Advisors
Delaware
$335K +$152 +6 +0%
DWM
450
Destination Wealth Management
California
$333K -$175K -6,875 -35%
16 17
18
19 20

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.