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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
WIC
501
Woodmont Investment Counsel
Tennessee
$244K – – –
AWA
502
Archvest Wealth Advisors
California
$243K -$506K -19,922 -68%
ZF
503
Zhang Financial
Michigan
$242K +$233K +9,189 New
GIA
504
Gladstone Institutional Advisory
Florida
$242K +$233K +9,188 New
CWM
505
Castle Wealth Management
Florida
$241K -$10.2K -400 -4%
EGA
506
E&G Advisors
Texas
$240K – – –
CFG
507
Citizens Financial Group
Rhode Island
$240K – – –
Brown Advisory
508
Brown Advisory
Maryland
$239K – – –
YCM
509
Yousif Capital Management
Michigan
$238K +$230K +9,056 New
FWM
510
Fingerlakes Wealth Management
New York
$238K +$230K +9,040 New
CFP
511
Catalyst Financial Partners
Massachusetts
$237K – – –
TPA
512
Trivium Point Advisory
Connecticut
$234K -$691K -27,200 -75%
FWP
513
FAS Wealth Partners
Kansas
$234K +$838 +33 +0.4%
DADC
514
D.A. Davidson & Co
Montana
$233K +$225K +8,875 New
WS
515
Wedbush Securities
California
$232K +$224K +8,825 New
FVWA
516
Foster Victor Wealth Advisors
South Carolina
$229K -$305K -12,023 -58%
IAIM
517
International Assets Investment Management
Florida
$229K – – –
MAS
518
Meeder Advisory Services
Ohio
$227K +$914 +36 +0.4%
RFP
519
Root Financial Partners
California
$227K -$10.3K -405 -4%
AP
520
Americana Partners
Texas
$225K +$6.88K +271 +3%
SWM
521
SeaCrest Wealth Management
New York
$225K +$216K +8,496 New
OWA
522
Oak Wealth Advisors
Illinois
$225K -$31.7K -1,250 -13%
MSR
523
Main Street Research
Connecticut
$225K – – –
SAM
524
Summit Asset Management
Tennessee
$222K +$215K +8,460 New
MIM
525
Marco Investment Management
Georgia
$221K +$3.2K +126 +2%
19 20
21
22 23

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.