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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
Fisher Asset Management
451
Fisher Asset Management
Washington
$322K -$177K -7,602 -37%
Thrivent Financial for Lutherans
452
Thrivent Financial for Lutherans
Minnesota
$322K +$306K +13,141 New
FLPIM
453
F.L. Putnam Investment Management
Massachusetts
$320K
CFS
454
CRA Financial Services
New Jersey
$320K +$95.4K +4,101 +46%
FWCM
455
Ferguson Wellman Capital Management
Oregon
$319K -$27.7K -1,190 -8%
CICC
456
Capital Investment Counsel (Colorado)
Colorado
$312K +$39.6K +1,704 +15%
WCA
457
Westover Capital Advisors
Delaware
$312K -$9.05K -389 -3%
SFWA
458
Summit Financial Wealth Advisors
Louisiana
$308K +$93.5K +4,018 +47%
CCG
459
Coastwise Capital Group
California
$306K +$1.05K +45 +0.4%
DWP
460
Destiny Wealth Partners
Florida
$298K
SWP
461
Sagespring Wealth Partners
Tennessee
$296K -$37.3K -1,605 -12%
AC
462
Anson Capital
Georgia
$295K
SSWM
463
Smith Salley Wealth Management
North Carolina
$294K +$7.14K +307 +3%
OSAM
464
O'Shaughnessy Asset Management
Connecticut
$293K +$19.4K +832 +7%
GC
465
Grimes & Company
Massachusetts
$292K +$58.4K +2,511 +27%
SHFA
466
SC&H Financial Advisors
Maryland
$287K +$21.1K +905 +8%
VT
467
Vise Technologies
New York
$287K +$272K +11,683 New
MIC
468
Meridian Investment Counsel
California
$284K +$3.91K +168 +1%
CAL
469
Capital Analysts LLC
Pennsylvania
$283K -$184K -7,925 -41%
JFGIW
470
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$281K +$1.05K +45 +0.4%
LSWP
471
Liberty Square Wealth Partners
Pennsylvania
$277K
CP
472
Creekside Partners
California
$275K
MA
473
MCF Advisors
Kentucky
$274K
CAG
474
Curtis Advisory Group
California
$274K -$185K -7,958 -42%
WJWM
475
Williams Jones Wealth Management
New York
$272K

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.