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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
MBI
351
May Barnhard Investments
Maryland
$306K +$302K +13,707 New
HKIMG
352
Hutchens & Kramer Investment Management Group
Indiana
$304K – – –
S
353
SimplyRich
California
$302K – – –
IFG
354
Independent Financial Group
California
$302K +$33.9K +1,536 +13%
AA
355
Aufman Associates
Pennsylvania
$301K -$19.8K -897 -6%
FWI
356
Facet Wealth Inc
Maryland
$299K -$18.9K -855 -6%
MSA
357
Marino Stram & Associates
Massachusetts
$298K – – –
GF
358
Goodman Financial
Texas
$295K -$63K -2,859 -18%
TYCC
359
Texas Yale Capital Corp
Florida
$295K – – –
RWIA
360
Roger Wittlin Investment Advisory
California
$295K +$291K +13,200 New
ACM
361
Advisors Capital Management
New Jersey
$290K +$286K +12,987 New
LGWM
362
Litman Gregory Wealth Management
California
$290K – – –
US Bancorp
363
US Bancorp
Minnesota
$289K +$80.9K +3,669 +40%
TW
364
Transform Wealth
Colorado
$283K +$279K +12,633 New
SOS
365
Silver Oak Securities
Tennessee
$282K +$32.7K +1,482 +13%
FLPIM
366
F.L. Putnam Investment Management
Massachusetts
$282K -$55K -2,496 -17%
BWM
367
Birchcreek Wealth Management
Ohio
$282K -$561K -25,455 -67%
RFC
368
Regions Financial Corp
Alabama
$282K +$278K +12,618 New
CWM
369
Connecticut Wealth Management
Connecticut
$275K – – –
Thrivent Financial for Lutherans
370
Thrivent Financial for Lutherans
Minnesota
$273K – – –
IFA
371
Index Fund Advisors
California
$272K – – –
SWM
372
Sugarloaf Wealth Management
Georgia
$269K – – –
AC
373
Anson Capital
Georgia
$268K – – –
TC
374
TownSquare Capital
Utah
$268K -$31K -1,404 -10%
MIC
375
Meridian Investment Counsel
California
$266K – – –
13 14
15
16 17

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.