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Schwab Fundamental US Large Company Index ETF
FNDX

535 hedge funds and large institutions have $12.4B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 208 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 37

42% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 146

7% more funds holding

Funds holding: 501 → 535 (+34)

2% more funds holding in top 10

Funds holding in top 10: 53 → 54 (+1)

1% more capital invested

Capital invested by funds: $12.3B → $12.4B (+$148M)

1.26% less ownership

Funds ownership: 242.2% → 240.94% (-1.3%)

Holders
535
Holders Change
+34
Holders Change %
+6.79%
% of All Funds
7.73%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
0.78%
New
78
Increased
208
Reduced
146
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$8.54B
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$86.6M
3
Osaic Holdings
Osaic Holdings
Arizona
+$17.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.7M
5
OIA
OneDigital Investment Advisors
Kansas
+$11.7M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$28.2M
2
LNC
Lincoln National Corp
Pennsylvania
-$25.6M
3
AA
ALPS Advisors
Colorado
-$13.5M
4
TWM
Tradition Wealth Management
Minnesota
-$6.19M
5
SAW
Signal Advisors Wealth
Michigan
-$3.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
251
Laird Norton Wetherby Wealth Management
California
$711K – – –
AOWM
252
Alpha Omega Wealth Management
Virginia
$709K +$18.8K +852 +3%
SFG
253
Sovereign Financial Group
Connecticut
$700K +$124K +5,628 +22%
MA
254
Mezzasalma Advisors
New Jersey
$699K +$690K +31,293 New
CW
255
Channel Wealth
California
$691K +$20.5K +930 +3%
BSW
256
Buckingham Strategic Wealth
Missouri
$680K -$106K -4,800 -14%
SPIA
257
Steward Partners Investment Advisory
New York
$679K -$18.3K -831 -3%
IA
258
IFP Advisors
Florida
$676K +$230K +10,449 +53%
DWM
259
Dechtman Wealth Management
Colorado
$673K – – –
PWA
260
Pillar Wealth Advisors
Pennsylvania
$639K -$516K -23,418 -45%
AWA
261
Archvest Wealth Advisors
California
$632K +$45.1K +2,046 +8%
CIC
262
Carnegie Investment Counsel
Ohio
$630K +$239K +10,848 +62%
HWM
263
HRC Wealth Management
Idaho
$624K +$41.7K +1,890 +7%
SCM
264
SOL Capital Management
Maryland
$616K -$19.8K -900 -3%
CWM
265
Cedar Wealth Management
California
$616K – – –
HWM
266
HB Wealth Management
Georgia
$612K +$70K +3,174 +13%
NRI
267
NFP Retirement Inc
California
$609K +$74.7K +3,390 +14%
EAM
268
Evanson Asset Management
California
$590K – – –
KCIC
269
Kuhn & Co Investment Counsel
Illinois
$590K – – –
FCH
270
Freestone Capital Holdings
Washington
$579K +$42.7K +1,935 +8%
JIC
271
Johnson Investment Counsel
Ohio
$571K +$30.2K +1,371 +6%
BIG
272
Builder Investment Group
Georgia
$569K -$11.6K -525 -2%
AP
273
Appleton Partners
Massachusetts
$567K -$461K -20,919 -45%
SHGA
274
Sand Hill Global Advisors
California
$566K +$559K +25,368 New
CAI
275
Capital Advisors Inc
Oklahoma
$565K -$67.5K -3,060 -11%
9 10
11
12 13

FNDX Hedge Fund Activity: Q2 2024 in Review

535 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q2 2024, worth a combined $12.4B — up 1.2% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new FNDX positions and 37 closed out — a net gain of 41 holders — while 208 added to existing stakes and 146 trimmed.

The largest buyer was Charles Schwab, adding an estimated $8.54B. The largest seller was Ameriprise, cutting an estimated $28.2M.

  • 535 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q2 2024, up from 501 in Q1 2024.
  • Funds reported $12.4B of Schwab Fundamental US Large Company Index ETF stock for Q2 2024, up 1.2% quarter-over-quarter.
  • 78 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q2 2024 and 37 closed out, a net change of +41 holders.
  • The largest Schwab Fundamental US Large Company Index ETF buyer in Q2 2024 was Charles Schwab, an estimated $8.54B added.
  • The largest Schwab Fundamental US Large Company Index ETF seller in Q2 2024 was Ameriprise, an estimated $28.2M sold.

Based on aggregated 13F filings for Q2 2024.