Schwab Fundamental US Large Company Index ETF
FNDX
697 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 77 funds opening new positions, 262 increasing their positions, 224 reducing their positions, and 32 closing their positions.
141% more first-time investments, than exits
New positions opened: 77 | 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 → 697 (+32)
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$177M |
| 2 |
LPL Financial
San Diego,
California
|
+$25.5M |
| 3 |
RCM
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
+$22.1M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$18.2M |
| 5 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWP
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
-$40.5M |
| 2 |
CPG
Cornerstone Planning Group
Fairfield,
New Jersey
|
-$39.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$20.4M |
| 4 |
SC
Soundwatch Capital
Rowayton,
Connecticut
|
-$9.98M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$7.62M |
FNDX Hedge Fund Activity: Q3 2025 in Review
697 of the 7,638 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: 77 funds opened new FNDX positions and 32 closed out — a net gain of 45 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.
- 697 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.
- 77 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q3 2025 and 32 closed out, a net change of +45 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.