We are live on ! Find out more
FNDX icon

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
AG
401
Advocate Group
Minnesota
$221K +$219K +9,912 New
EWA
402
Elevate Wealth Advisory
Georgia
$221K – – –
PL
403
Parthenon LLC
Kentucky
$218K +$215K +9,762 New
CCG
404
Coastwise Capital Group
California
$216K – – –
Financial Engines Advisors
405
Financial Engines Advisors
California
$215K +$211K +9,582 New
ST
406
Smithfield Trust
Pennsylvania
$213K – – –
FWP
407
FAS Wealth Partners
Kansas
$212K – – –
ST
408
Sabal Trust
Florida
$208K -$376K -17,061 -65%
ACI
409
Alpha Cubed Investments
California
$207K -$18.9K -855 -8%
EGA
410
E&G Advisors
Texas
$204K +$201K +9,126 New
CFP
411
Catalyst Financial Partners
Massachusetts
$201K +$198K +8,994 New
OSAM
412
O'Shaughnessy Asset Management
Connecticut
$194K – – –
PCWA
413
Pacific Capital Wealth Advisors
California
$188K +$8.47K +384 +5%
PMFA
414
Plante Moran Financial Advisors
Michigan
$172K -$7.28K -330 -4%
RIL
415
Rothschild Investment LLC
Illinois
$169K – – –
CSWG
416
Cardinal Strategic Wealth Guidance
Kentucky
$164K +$162K +7,353 New
AF
417
Allworth Financial
California
$161K -$3.31K -150 -2%
NP
418
NorthRock Partners
Minnesota
$160K +$154K +6,969 +3,937%
CJ
419
Caitlin John
Michigan
$133K – – –
GJIA
420
Glass Jacobson Investment Advisors
Maryland
$133K +$15.2K +690 +13%
FRA
421
Front Row Advisors
California
$127K – – –
SSB
422
Sandy Spring Bank
Maryland
$127K +$5.36K +243 +4%
BIM
423
Breakwater Investment Management
Washington
$120K – – –
GGI
424
Godsey & Gibb Inc
Virginia
$120K – – –
LC
425
Lindbrook Capital
California
$119K – – –
15 16
17
18 19

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.