We are live on ! Find out more
FNDX icon

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
IFA
476
Index Fund Advisors
California
$285K – – –
MW
477
Maia Wealth
Colorado
$285K +$271K +10,673 New
FPF
478
First Pacific Financial
Washington
$279K +$1.09K +43 +0.4%
CAG
479
Curtis Advisory Group
California
$278K -$14.7K -577 -5%
OBWG
480
Onyx Bridge Wealth Group
New York
$278K – – –
MMA
481
Miracle Mile Advisors
California
$278K +$268K +10,555 New
QPWM
482
Quadrant Private Wealth Management
Pennsylvania
$277K – – –
Russell Investments Group
483
Russell Investments Group
United Kingdom
$276K -$9.62K -379 -3%
AFA
484
AA Financial Advisors
Ohio
$275K +$8.3K +327 +3%
CRC
485
Curi RMB Capital
Illinois
$271K +$14.4K +568 +6%
HW
486
Hancock Whitney
Mississippi
$269K – – –
PWW
487
Pettyjohn Wood & White
Virginia
$269K -$5.08K -200 -2%
SWA
488
Sax Wealth Advisors
New Jersey
$266K – – –
CIA
489
Caerus Investment Advisors
Texas
$263K +$254K +10,017 New
DFA
490
DHJJ Financial Advisors
Illinois
$263K +$127 +5 +0.1%
ADL
491
Asset Dedication LLC
California
$258K +$184K +7,247 +284%
PL
492
Parthenon LLC
Kentucky
$257K – – –
MGIA
493
Moneta Group Investment Advisors
Missouri
$257K +$16.3K +641 +7%
CAM
494
Cresset Asset Management
Illinois
$255K – – –
DAS
495
Diversify Advisory Services
Utah
$252K +$241K +9,508 New
ST
496
Smithfield Trust
Pennsylvania
$251K – – –
PFG
497
PAX Financial Group
Texas
$250K +$241K +9,505 New
AG
498
Advocate Group
Minnesota
$247K – – –
BIG
499
Brooklyn Investment Group
New York
$247K +$21.4K +842 +9%
JFGIW
500
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$244K -$54.6K -2,150 -19%
18 19
20
21 22

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.