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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
PAG
26
Private Advisor Group
New Jersey
$50.4M -$542K -23,294 -1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$50.3M +$3.78M +162,310 +9%
AA
28
Ashford Advisors
New York
$48.6M -$565K -24,267 -1%
Osaic Holdings
29
Osaic Holdings
Arizona
$45.8M -$11.2M -481,434 -20%
KHC
30
Koesten Hirschmann & Crabtree
Kansas
$45.4M +$1.08M +46,619 +3%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$41.6M -$442K -19,007 -1%
HighTower Advisors
32
HighTower Advisors
Illinois
$41.5M +$2.42M +104,047 +7%
PC
33
Prairiewood Capital
North Dakota
$38.7M +$3.13M +134,440 +9%
CPG
34
Cornerstone Planning Group
New Jersey
$38.2M +$2.71M +116,372 +8%
KCPG
35
Kavar Capital Partners Group
Kansas
$36M +$437K +18,780 +1%
LRIA
36
Leonard Rickey Investment Advisors
Washington
$35.6M +$541K +23,236 +2%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$34.8M -$187K -8,041 -0.6%
Creative Planning
38
Creative Planning
Kansas
$33.2M -$1.5M -64,670 -5%
RCA
39
Resonant Capital Advisors
Wisconsin
$32.4M +$1.42M +61,094 +5%
BAM
40
Belpointe Asset Management
Nevada
$30.5M -$636K -27,350 -2%
FCA
41
Fortis Capital Advisors
Kansas
$30.5M -$636K -27,350 -2%
PWM
42
PTM Wealth Management
United States
$30.4M +$1.22M +52,274 +5%
TWM
43
Tanglewood Wealth Management
Texas
$30.1M -$176K -7,581 -0.6%
Mariner
44
Mariner
Kansas
$27.2M +$1.38M +59,372 +6%
PS
45
Planned Solutions
California
$26.1M -$117K -5,035 -0.5%
OFG
46
Oxford Financial Group
Indiana
$26M -$1M -43,164 -4%
HTC
47
Haverford Trust Company
Pennsylvania
$24.1M -$63K -2,708 -0.3%
GVAG
48
Great Valley Advisor Group
Delaware
$23.7M +$5.98M +256,858 +36%
SFS
49
Solitude Financial Services
Virginia
$23.5M +$1.12M +48,223 +5%
AWM
50
Allen Wealth Management
North Carolina
$23.4M -$182K -7,841 -0.8%

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.