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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
SSW
526
Stone Summit Wealth
Florida
$220K -$4.04K -159 -2%
HA
527
HC Advisors
Georgia
$218K – – –
SFG
528
SNS Financial Group
Minnesota
$216K – – –
SF
529
Symphony Financial
Texas
$216K +$190K +7,490 +1,042%
AL
530
Aspiriant LLC
California
$216K -$19.9K -783 -9%
BTI
531
Blue Trust Inc
Georgia
$215K +$193K +7,601 +1,306%
DPI
532
Diversified Portfolios Inc
Michigan
$214K – – –
IA
533
Invested Advisors
Pennsylvania
$213K +$228K +8,973 New
AA
534
Auxano Advisors
Washington
$213K +$206K +8,116 New
BC
535
Brio Consultants
California
$211K +$204K +8,040 New
KA
536
Klingman & Associates
New York
$210K +$203K +7,999 New
MFIM
537
Mesirow Financial Investment Management
Illinois
$210K +$202K +7,969 New
NEPWA
538
New England Private Wealth Advisors
Massachusetts
$210K +$202K +7,968 New
FIA
539
Foundations Investment Advisors
Arizona
$209K +$202K +7,960 New
EWA
540
Elevate Wealth Advisory
Georgia
$209K – – –
BJL
541
Brighton Jones LLC
Washington
$207K -$22.9K -902 -10%
CA
542
Calton & Associates
Florida
$207K +$200K +7,881 New
SF
543
Summit Financial
New Jersey
$207K +$200K +7,859 New
NG
544
Norden Group
Utah
$207K +$199K +7,857 New
HNWAG
545
High Net Worth Advisory Group
Florida
$206K +$199K +7,830 New
CKAIS
546
Christensen King & Associates Investment Services
Washington
$204K +$197K +7,767 New
VA
547
Vident Advisory
Georgia
$202K +$195K +7,697 New
SWA
548
Strategies Wealth Advisors
Michigan
$202K +$195K +7,694 New
SIM
549
Stratos Investment Management
Ohio
$202K +$195K +7,690 New
FRA
550
Frank Rimerman Advisors
California
$202K +$195K +7,677 New
20 21
22
23 24

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.