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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
PNC Financial Services Group
426
PNC Financial Services Group
Pennsylvania
$384K -$66.5K -2,856 -15%
SOS
427
Silver Oak Securities
Tennessee
$383K -$19.7K -847 -5%
CA
428
CGN Advisors
Kansas
$380K -$75.4K -3,241 -17%
AssetMark Inc
429
AssetMark Inc
California
$377K +$260K +11,190 +269%
SBWIC
430
Schaper Benz & Wise Investment Counsel
Wisconsin
$376K +$6.05K +260 +2%
RFC
431
Regions Financial Corp
Alabama
$367K
GJIA
432
Glass Jacobson Investment Advisors
Maryland
$362K +$53.7K +2,310 +19%
MFC
433
Morris Financial Concepts
South Carolina
$360K -$3.1K -133 -0.9%
Franklin Resources
434
Franklin Resources
California
$358K +$340K +14,595 New
WCFA
435
Walkner Condon Financial Advisors
Wisconsin
$357K +$69.8K +3,000 +26%
EAM
436
Empirical Asset Management
Massachusetts
$356K -$3.58K -154 -1%
WWA
437
Wisconsin Wealth Advisors
Wisconsin
$354K +$335K +14,406 New
BB
438
Burford Brothers
Texas
$352K +$1.37K +59 +0.4%
CAI
439
Capital Advisors Inc
Oklahoma
$352K -$168K -7,218 -33%
HKIMG
440
Hutchens & Kramer Investment Management Group
Indiana
$347K
PWSG
441
Pacific Wealth Strategies Group
California
$346K -$5.87M -252,436 -95%
ECM
442
Evergreen Capital Management
Washington
$344K +$64.9K +2,790 +25%
SSWG
443
Seven Springs Wealth Group
Tennessee
$338K
ACM
444
Advisors Capital Management
New Jersey
$337K
PCMC
445
Paragon Capital Management (Colorado)
Colorado
$337K
MWM
446
Modera Wealth Management
New Jersey
$337K -$4.17K -179 -1%
MSA
447
Marino Stram & Associates
Massachusetts
$331K +$675 +29 +0.2%
RWIA
448
Roger Wittlin Investment Advisory
California
$325K +$1.35K +58 +0.4%
TYCC
449
Texas Yale Capital Corp
Florida
$324K
WT
450
Whittier Trust
California
$323K

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.