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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
PAM
551
Palisade Asset Management
Minnesota
$200K +$193K +7,611 New
RIL
552
Rothschild Investment LLC
Illinois
$199K – – –
RYIA
553
Roehl & Yi Investment Advisors
Oregon
$193K +$4.03M +158,742 New
AIC
554
Archer Investment Corporation
Indiana
$192K +$762 +30 +0.4%
GIM
555
Glenmede Investment Management
Pennsylvania
$184K +$55.1K +2,172 +45%
CA
556
Crewe Advisors
Utah
$178K – – –
AUB
557
Atlantic Union Bankshares
Virginia
$177K +$10.5K +412 +7%
GGI
558
Godsey & Gibb Inc
Virginia
$168K -$10.3K -407 -6%
GIA
559
GHP Investment Advisors
Colorado
$157K +$148K +5,841 +4,233%
CJ
560
Caitlin John
Michigan
$157K +$151K +5,961 New
PMFA
561
Plante Moran Financial Advisors
Michigan
$154K – – –
FRA
562
Front Row Advisors
California
$153K – – –
GWM
563
Geneos Wealth Management
Colorado
$153K – – –
FCG
564
Financial Connections Group
California
$152K -$28.1K -1,107 -16%
CF
565
Centaurus Financial
California
$152K +$7.08K +279 +5%
BIM
566
Breakwater Investment Management
Washington
$142K – – –
SWM
567
Spire Wealth Management
Virginia
$141K +$4.52K +178 +3%
SAM
568
Smartleaf Asset Management
Massachusetts
$136K +$14.8K +583 +13%
KWM
569
Kiker Wealth Management
Georgia
$136K +$76.4K +3,008 +139%
FW
570
Fairway Wealth
Ohio
$130K – – –
ME
571
McIlrath & Eck
Washington
$129K +$6.8K +268 +6%
BFPW
572
BOK Financial Private Wealth
Colorado
$128K – – –
CA
573
Clearstead Advisors
Ohio
$126K +$83.4K +3,285 +219%
IF
574
Integrity Financial
Wyoming
$125K – – –
CIAS
575
CBIZ Investment Advisory Services
Ohio
$115K – – –
21 22
23
24 25

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.