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Schwab Fundamental US Large Company Index ETF

665 hedge funds and large institutions have $15.1B invested in Schwab Fundamental US Large Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 279 increasing their positions, 191 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 43

46% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 191

9% more capital invested

Capital invested by funds: $13.9B → $15.1B (+$1.21B)

4% more funds holding

Funds holding: 637665 (+28)

0.58% more ownership

Funds ownership: 80.78%81.36% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 6767 (0)

Holders
665
Holders Change
+28
Holders Change %
+4.4%
% of All Funds
8.76%
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.88%
New
80
Increased
279
Reduced
191
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$1.53M +$599K +25,748 +71%
SIC
252
Salem Investment Counselors
North Carolina
$1.53M -$99K -4,253 -6%
KWA
253
Kingswood Wealth Advisors
California
$1.51M +$34.3K +1,475 +2%
Susquehanna International Group
254
Susquehanna International Group
Pennsylvania
$1.51M +$1.43M +61,357 New
MAM
255
Madison Asset Management
Wisconsin
$1.49M -$48.4K -2,082 -3%
FPAS
256
Focus Partners Advisor Solutions
Missouri
$1.48M +$89.2K +3,834 +7%
NFG
257
Nations Financial Group
Iowa
$1.47M -$20.7K -888 -1%
PWA
258
Principia Wealth Advisory
Texas
$1.47M -$133K -5,696 -9%
CPRC
259
Consolidated Portfolio Review Corp
New York
$1.46M +$192K +8,257 +16%
HIM
260
Harbour Investment Management
Washington
$1.46M
Stifel Financial
261
Stifel Financial
Missouri
$1.45M -$9.56K -411 -0.7%
MA
262
Mezzasalma Advisors
New Jersey
$1.43M +$137K +5,881 +11%
Renaissance Technologies
263
Renaissance Technologies
New York
$1.42M +$1.14M +48,900 +549%
NSG
264
Nalls Sherbakoff Group
Tennessee
$1.41M +$814 +35 +0.1%
IWM
265
IHT Wealth Management
Illinois
$1.4M -$28.3K -1,217 -2%
SSWM
266
Sheets Smith Wealth Management
North Carolina
$1.4M +$87.8K +3,775 +7%
MWM
267
Modern Wealth Management
Kansas
$1.38M +$162K +6,942 +14%
AC
268
Avestar Capital
New York
$1.37M -$30.4K -1,306 -2%
SA
269
Sanctuary Advisors
Indiana
$1.37M +$325K +13,980 +34%
AA
270
Addison Advisors
Vermont
$1.36M -$23.7K -1,020 -2%
JCIA
271
Jackson Creek Investment Advisors
Colorado
$1.35M -$35.1K -1,509 -3%
CPIG
272
Chicago Partners Investment Group
Illinois
$1.32M +$1.58K +68 +0.1%
JCM
273
Jacobi Capital Management
Pennsylvania
$1.3M +$5.42K +233 +0.4%
Vanguard Group
274
Vanguard Group
Pennsylvania
$1.3M +$19.1K +822 +2%
MCM
275
MidAtlantic Capital Management
Virginia
$1.29M +$15.8K +677 +1%

FNDX Hedge Fund Activity: Q2 2025 in Review

665 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q2 2025, worth a combined $15.1B — up 8.7% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new FNDX positions and 43 closed out — a net gain of 37 holders — while 279 added to existing stakes and 191 trimmed.

The largest buyer was Charles Schwab, adding an estimated $300M. The largest seller was ALPS Advisors, exiting entirely with an estimated $32.7M sold.

  • 665 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q2 2025, up from 637 in Q1 2025.
  • Funds reported $15.1B of Schwab Fundamental US Large Company Index ETF stock for Q2 2025, up 8.7% quarter-over-quarter.
  • 80 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q2 2025 and 43 closed out, a net change of +37 holders.
  • The largest Schwab Fundamental US Large Company Index ETF buyer in Q2 2025 was Charles Schwab, an estimated $300M added.
  • The largest Schwab Fundamental US Large Company Index ETF seller in Q2 2025 was ALPS Advisors, an estimated $32.7M sold.

Based on aggregated 13F filings for Q2 2025.