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
HNB
576
Huntington National Bank
Ohio
$112K – – –
TLA
577
Tanglewood Legacy Advisors
Texas
$109K – – –
Citigroup
578
Citigroup
New York
$109K +$24.6K +969 +30%
HNW
579
High Note Wealth
Minnesota
$107K – – –
SGK
580
Steigerwald Gordon & Koch
Virginia
$106K +$103K +4,041 New
TAM
581
Townsend Asset Management
North Carolina
$105K -$828K -32,618 -89%
AT
582
Arlington Trust
Alabama
$102K – – –
AF
583
Alerus Financial
North Dakota
$97.8K +$91.2K +3,591 +2,850%
PTC
584
Private Trust Company
Ohio
$93.8K -$8.48K -334 -9%
HIA
585
Harbor Investment Advisory
Maryland
$88.4K – – –
AP
586
Aspect Partners
Virginia
$79.1K – – –
RWM
587
RMG Wealth Management
Wisconsin
$78.6K +$75.4K +2,970 New
FCT
588
First Community Trust
Iowa
$78.3K – – –
TFG
589
Team Financial Group
California
$78.1K +$305 +12 +0.4%
POIA
590
Pin Oak Investment Advisors
Texas
$76.8K – – –
SFC
591
SYM Financial Corp
Indiana
$76K -$67.9K -2,673 -48%
AAG
592
Armstrong Advisory Group
Massachusetts
$72.9K +$54.6K +2,152 +347%
PWMG
593
Private Wealth Management Group
New Jersey
$71.7K +$30K +1,181 +76%
HI
594
Hoey Investments
Pennsylvania
$68K – – –
ATC
595
Adirondack Trust Company
New York
$63.7K +$32.2K +1,268 +110%
PB
596
Pinnacle Bancorp
Nebraska
$61.4K -$1.37K -54 -2%
SIC
597
SJS Investment Consulting
Ohio
$60.8K – – –
JFA
598
JNBA Financial Advisors
Minnesota
$59.9K – – –
BAM
599
Bellevue Asset Management
Washington
$58.8K -$3.45K -136 -6%
PP
600
PFS Partners
New Jersey
$58.7K +$56.7K +2,232 New
22 23
24
25 26

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.