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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
LFA
501
LGT Financial Advisors
Texas
$7.07K -$11.8K -537 -63%
WAG
502
Wiser Advisor Group
Arizona
$6.97K – – –
EWA
503
EverSource Wealth Advisors
Alabama
$6.95K +$6.61K +300 New
EFP
504
EnRich Financial Partners
Wisconsin
$6.83K +$6.75K +306 New
HCP
505
Hexagon Capital Partners
Arkansas
$6.5K +$6.42K +291 New
HCM
506
Hollencrest Capital Management
California
$6.36K – – –
CP
507
Camelot Portfolios
Ohio
$6.16K +$6.08K +276 New
DAM
508
Delta Asset Management
Tennessee
$6.03K – – –
EA
509
Evolution Advisers
Virginia
$6K +$6.68K +303 New
FCAS
510
First Command Advisory Services
Texas
$5.69K -$21.4K -972 -79%
AA
511
Ancora Advisors
Ohio
$5.63K +$5.56K +252 New
AI
512
Arvest Investments
Arkansas
$5.42K – – –
PGAM
513
Princeton Global Asset Management
New Jersey
$4.62K +$4.56K +207 New
PA
514
PSI Advisors
Florida
$4.29K +$4.23K +192 New
KA
515
Kozak & Associates
Colorado
$4.27K +$66 +3 +2%
MFT
516
Moisand Fitzgerald Tamayo
Florida
$4.22K – – –
FMII
517
Farmers & Merchants Investments Inc
Nebraska
$4.22K +$4.17K +189 New
FMP
518
Financial Management Professionals
Texas
$4K – – –
HGERS
519
Householder Group Estate & Retirement Specialist
Arizona
$4K – – –
CFGS
520
Concourse Financial Group Securities
Alabama
$3.83K – – –
WOSD
521
WFA of San Diego
California
$3.82K +$3.77K +171 New
RF
522
Robinswood Financial
Washington
$3.7K – – –
CIAS
523
Capital Investment Advisory Services
North Carolina
$3.69K – – –
CT
524
Colonial Trust
South Carolina
$3.62K +$1.32K +60 +59%
AAG
525
Armstrong Advisory Group
Massachusetts
$3.62K +$3.57K +162 New
19 20
21
22 23

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.