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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
PCA
451
Prosperity Capital Advisors
Ohio
$332K -$375K -14,751 -54%
LSWP
452
Liberty Square Wealth Partners
Pennsylvania
$330K +$31.6K +1,245 +11%
MFWP
453
Mosaic Family Wealth Partners
Missouri
$329K +$318K +12,525 New
CCG
454
Coastwise Capital Group
California
$329K +$1.09K +43 +0.3%
WWA
455
Wisconsin Wealth Advisors
Wisconsin
$326K -$51.2K -2,017 -14%
CICC
456
Capital Investment Counsel (Colorado)
Colorado
$317K -$17.5K -691 -5%
OSAM
457
O'Shaughnessy Asset Management
Connecticut
$317K +$2.18K +86 +0.7%
AC
458
Anson Capital
Georgia
$316K – – –
SFWA
459
Summit Financial Wealth Advisors
Louisiana
$316K -$15K -590 -5%
SSWM
460
Smith Salley Wealth Management
North Carolina
$315K – – –
SHFA
461
SC&H Financial Advisors
Maryland
$309K +$1.24K +49 +0.4%
MIC
462
Meridian Investment Counsel
California
$305K – – –
IRP
463
Investment Research Partners
Pennsylvania
$304K +$288K +11,362 New
Thrivent Financial for Lutherans
464
Thrivent Financial for Lutherans
Minnesota
$302K -$42.4K -1,671 -13%
Comerica Bank
465
Comerica Bank
Texas
$301K +$201K +7,932 +225%
Jane Street
466
Jane Street
New York
$300K -$214K -8,424 -42%
BFA
467
Bragg Financial Advisors
North Carolina
$296K +$286K +11,272 New
SC
468
SouthState Corp
Florida
$295K -$773K -30,427 -73%
CP
469
Creekside Partners
California
$295K – – –
WJWM
470
Williams Jones Wealth Management
New York
$292K -$203 -8 -0.1%
SB
471
Simmons Bank
Arkansas
$291K – – –
ACA
472
Ackerman Capital Advisors
Texas
$291K – – –
SWP
473
Sagespring Wealth Partners
Tennessee
$289K -$27.2K -1,071 -9%
KPWS
474
Kestra Private Wealth Services
Texas
$288K +$20.8K +820 +8%
PA
475
Procyon Advisors
Connecticut
$286K – – –
17 18
19
20 21

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.