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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
MA
376
MCF Advisors
Kentucky
$261K +$11.7K +531 +5%
WCA
377
Westover Capital Advisors
Delaware
$258K +$9.46K +429 +4%
AAS
378
Avantax Advisory Services
Texas
$256K +$253K +11,478 New
BRWA
379
B. Riley Wealth Advisors
Florida
$256K -$648K -29,412 -72%
DFA
380
DHJJ Financial Advisors
Illinois
$255K – – –
CL
381
Choreo LLC
Illinois
$255K -$14.8K -672 -6%
AO
382
Advisor OS
Illinois
$254K -$17.7K -801 -7%
CFG
383
Citizens Financial Group
Rhode Island
$252K +$247K +11,220 New
SSW
384
Stone Summit Wealth
Florida
$252K – – –
CP
385
Creekside Partners
California
$250K +$247K +11,202 New
WCFA
386
Walkner Condon Financial Advisors
Wisconsin
$244K -$9.79K -444 -4%
WJWM
387
Williams Jones Wealth Management
New York
$242K +$8.6K +390 +4%
TLP
388
Trinity Legacy Partners
Texas
$242K +$239K +10,842 New
WWM
389
Western Wealth Management
Colorado
$237K -$794 -36 -0.3%
SHFA
390
SC&H Financial Advisors
Maryland
$237K – – –
SWM
391
SeaCrest Wealth Management
New York
$236K – – –
SAM
392
SignalPoint Asset Management
Missouri
$236K +$4.96K +225 +2%
GC
393
Grimes & Company
Massachusetts
$232K +$229K +10,377 New
BAWC
394
Boyce & Associates Wealth Consulting
Texas
$231K -$5.49K -249 -2%
FFS
395
Founders Financial Securities
Maryland
$228K +$226K +10,230 New
SC
396
Sinecera Capital
Texas
$228K – – –
VPIM
397
Vanguard Personalized Indexing Management
California
$226K -$232K -10,503 -51%
CWM
398
Castle Wealth Management
Florida
$223K -$10.3K -465 -4%
HWP
399
Highline Wealth Partners
California
$223K +$154K +7,002 +236%
SC
400
SouthState Corp
Florida
$222K -$5.03K -228 -2%
14 15
16
17 18

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.