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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
VAG
476
VisionPoint Advisory Group
Texas
$18.5K +$18.3K +828 New
MBFW
477
Morton Brown Family Wealth
Pennsylvania
$18.3K +$17.5K +795 New
CIA
478
Cape Investment Advisory
Georgia
$17.6K – – –
KFI
479
Key Financial Inc
Pennsylvania
$16.7K – – –
BAM
480
Bellevue Asset Management
Washington
$16.3K -$9.39K -426 -37%
AEPWM
481
Atlantic Edge Private Wealth Management
Florida
$15.6K +$66 +3 +0.4%
CAL
482
Capital Advisors Ltd
Ohio
$14K – – –
SIS
483
Sound Income Strategies
Florida
$13.1K -$30.1K -1,365 -70%
SL
484
Salomon & Ludwin
Virginia
$12.3K – – –
RP
485
Rice Partnership
Hawaii
$11.3K -$9.26K -420 -45%
WWMSC
486
Wagner Wealth Management (South Carolina)
South Carolina
$11.3K +$1.12K +51 +11%
PB
487
Pinnacle Bancorp
Nebraska
$11.1K +$11K +498 New
BL
488
BFSG LLC
California
$11K -$3.64K -165 -25%
BCMLT
489
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.9K +$10.8K +489 New
GWSG
490
GPS Wealth Strategies Group
Colorado
$10.6K – – –
NMG
491
New Millennium Group
Utah
$10.6K +$10.4K +474 New
AIC
492
Archer Investment Corporation
Indiana
$10.4K -$25.2K -1,143 -71%
WT
493
Washington Trust
Rhode Island
$9.11K -$18.9K -855 -68%
EW
494
Element Wealth
Mississippi
$8.64K – – –
PPA
495
Painted Porch Advisors
California
$8.51K +$8.4K +381 New
HWA
496
Heritage Wealth Advisors
Virginia
$8.37K – – –
RA
497
Ransom Advisory
Rhode Island
$8.31K – – –
CTC
498
Central Trust Company
Missouri
$7.84K +$7.74K +351 New
HPIA
499
Hamilton Point Investment Advisors
North Carolina
$7.81K – – –
DF
500
Dunhill Financial
United Kingdom
$7.1K – – –
18 19
20
21 22

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.