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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
IHWM
451
Iron Horse Wealth Management
Iowa
$47.5K +$46.9K +2,127 New
TWP
452
Triad Wealth Partners
Kansas
$41.1K +$40.5K +1,839 New
AWM
453
Avior Wealth Management
Nebraska
$40.2K -$160K -7,263 -80%
T
454
Tidemark
California
$39.6K – – –
GWSA
455
Global Wealth Strategies & Associates
Colorado
$38.5K – – –
PP
456
Pacifica Partners
Canada
$38.1K -$33.1K -1,500 -47%
ACA
457
American Capital Advisory
Idaho
$36.2K +$595 +27 +2%
GI
458
Gradient Investments
Minnesota
$33.6K -$35.6K -1,617 -52%
SP
459
SWS Partners
Ohio
$32.6K +$32.1K +1,458 New
ATPW
460
Ashton Thomas Private Wealth
Arizona
$30.9K -$688K -31,203 -96%
DI
461
DAGCO Inc
Ohio
$29.9K – – –
WP
462
WealthShield Partners
North Carolina
$29.7K – – –
DWM
463
Dogwood Wealth Management
Kansas
$29.3K +$29K +1,314 New
JFGIW
464
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27.7K -$1.98K -90 -7%
IWP
465
IAG Wealth Partners
Wisconsin
$26.4K – – –
ATC
466
Adirondack Trust Company
New York
$25.8K – – –
GWM
467
Geneos Wealth Management
Colorado
$24.4K -$1.79K -81 -7%
AssetMark Inc
468
AssetMark Inc
California
$23.5K +$13.2K +597 +131%
IRC
469
Investors Research Corp
Georgia
$22.7K – – –
OP
470
ORG Partners
Indiana
$22.5K +$22.3K +1,011 New
CAS
471
Coppell Advisory Solutions
Texas
$22.5K +$22.2K +1,008 New
Russell Investments Group
472
Russell Investments Group
United Kingdom
$21.3K +$21K +954 New
GLR
473
Great Lakes Retirement
Ohio
$20.6K +$20.2K +918 New
FFO
474
Fortitude Family Office
Arizona
$19K – – –
MRCM
475
M&R Capital Management
New Jersey
$18.5K – – –
17 18
19
20 21

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.