Schwab Fundamental US Large Company Index ETF
FNDX
751 hedge funds and large institutions have $17.9B invested in Schwab Fundamental US Large Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 314 increasing their positions, 177 reducing their positions, and 42 closing their positions.
167% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 42
77% more repeat investments, than reductions
Existing positions increased: 314 | Existing positions reduced: 177
23% more funds holding in top 10
Funds holding in top 10: 70 → 86 (+16)
9% more capital invested
Capital invested by funds: $16.5B → $17.9B (+$1.44B)
8% more funds holding
Funds holding: 697 → 751 (+54)
3.27% more ownership
Funds ownership: 79.33% → 82.6% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TS
TradeWell Securities
Fort Wayne,
Indiana
|
+$340M |
| 2 |
KeyBank National Association
Cleveland,
Ohio
|
+$221M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$117M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$113M |
| 5 |
Bank of New York Mellon
New York
|
+$65.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NB
Northwest Bancshares
Warren,
Pennsylvania
|
-$46.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$27.1M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$18.3M |
| 4 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$9.08M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$8.54M |
FNDX Hedge Fund Activity: Q4 2025 in Review
751 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q4 2025, worth a combined $17.9B — up 8.7% from $16.5B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new FNDX positions and 42 closed out — a net gain of 70 holders — while 314 added to existing stakes and 177 trimmed.
The largest buyer was TradeWell Securities, opening a new position worth an estimated $340M. The largest seller was Northwest Bancshares, cutting an estimated $46.6M.
- 751 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q4 2025, up from 697 in Q3 2025.
- Funds reported $17.9B of Schwab Fundamental US Large Company Index ETF stock for Q4 2025, up 8.7% quarter-over-quarter.
- 112 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q4 2025 and 42 closed out, a net change of +70 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q4 2025 was TradeWell Securities, an estimated $340M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q4 2025 was Northwest Bancshares, an estimated $46.6M sold.
Based on aggregated 13F filings for Q4 2025.