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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
SIMG
351
Sonora Investment Management Group
Arizona
$639K -$1.12K -48 -0.2%
Janney Montgomery Scott
352
Janney Montgomery Scott
Pennsylvania
$638K -$69.6K -2,990 -10%
AWS
353
Atria Wealth Solutions
New York
$638K -$455K -19,563 -43%
BIG
354
Builder Investment Group
Georgia
$628K +$3.26K +140 +0.6%
SHGA
355
Sand Hill Global Advisors
California
$623K
BFA
356
Brown Financial Advisory
Alabama
$621K +$196K +8,417 +50%
TPI
357
Trust Point Inc
Wisconsin
$613K +$581K +24,972 New
WG
358
Welch Group
Alabama
$609K +$123K +5,265 +27%
WFA
359
Wellspring Financial Advisors
Ohio
$608K +$2.54K +109 +0.4%
CNTOF
360
Canandaigua National Trust of Florida
New York
$602K +$233K +10,020 +69%
CPA
361
Compass Planning Associates
Massachusetts
$591K +$2.44K +105 +0.4%
KW
362
Keyvantage Wealth
Pennsylvania
$584K
LI
363
Lafayette Investments
Maryland
$584K +$1.98K +85 +0.4%
IA
364
IFG Advisory
Georgia
$581K -$5K -215 -0.9%
TIAA Trust, National Association
365
TIAA Trust, National Association
North Carolina
$577K +$72K +3,094 +15%
HWM
366
HB Wealth Management
Georgia
$577K -$323K -13,883 -37%
Empower Advisory Group
367
Empower Advisory Group
Colorado
$573K +$156K +6,713 +40%
JIC
368
Joel Isaacson & Co
New York
$572K +$542K +23,295 New
SWP
369
Stratos Wealth Partners
Ohio
$571K
PAYA
370
Phil A. Younker & Associates
Alaska
$568K
AWM
371
Abound Wealth Management
Tennessee
$560K +$165K +7,087 +45%
CAM
372
Clark Asset Management
New Hampshire
$559K +$530K +22,761 New
CCM
373
Chilton Capital Management
Texas
$553K -$40.2K -1,727 -7%
NCM
374
Noesis Capital Mangement
Florida
$552K +$64.1K +2,757 +14%
DACG
375
Donor Advised Charitable Giving
California
$544K +$2.26K +97 +0.4%

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.