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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
Jones Financial Companies
326
Jones Financial Companies
Missouri
$358K +$313K +14,187 +760%
JWCA
327
J.W. Cole Advisors
Florida
$358K +$127K +5,760 +56%
MCM
328
Mengis Capital Management
Oregon
$358K -$12.6K -573 -3%
Betterment LLC
329
Betterment LLC
New York
$354K -$162K -7,353 -32%
FNBT
330
FineMark National Bank & Trust
Florida
$353K +$349K +15,822 New
Members Trust
331
Members Trust
Florida
$352K – – –
FFA
332
Farther Finance Advisors
California
$346K +$264K +11,994 +337%
WFAG
333
Worth Financial Advisory Group
North Carolina
$346K +$107K +4,839 +45%
PCIA
334
Prime Capital Investment Advisors
Kansas
$344K -$2.78K -126 -0.8%
AP
335
Adero Partners
California
$342K +$338K +15,318 New
KIG
336
Kowal Investment Group
Wisconsin
$341K +$25.6K +1,161 +8%
ACA
337
Ackerman Capital Advisors
Texas
$336K – – –
DAS
338
Dynamic Advisor Solutions
Arizona
$330K +$5.89K +267 +2%
FG
339
Foster Group
Iowa
$329K +$325K +14,742 New
MW
340
Maia Wealth
Colorado
$327K +$314K +14,247 New
EAM
341
Empirical Asset Management
Massachusetts
$326K -$23.3K -1,059 -7%
AI
342
Atria Investments
North Carolina
$326K +$322K +14,595 New
MAS
343
Meeder Advisory Services
Ohio
$325K +$321K +14,553 New
MWM
344
Modera Wealth Management
New Jersey
$317K -$59.2K -2,685 -16%
IA
345
IFG Advisory
Georgia
$316K +$312K +14,169 New
BB
346
Burford Brothers
Texas
$313K – – –
AWM
347
Abound Wealth Management
Tennessee
$308K -$5.82K -264 -2%
Qube Research & Technologies (QRT)
348
Qube Research & Technologies (QRT)
United Kingdom
$308K +$116K +5,247 +61%
CA
349
CapWealth Advisors
Tennessee
$308K – – –
PCMC
350
Paragon Capital Management (Colorado)
Colorado
$306K -$283K -12,849 -48%
12 13
14
15 16

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.