We are live on ! Find out more
FNDX icon

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
AG
501
Advocate Group
Minnesota
$231K
WIC
502
Woodmont Investment Counsel
Tennessee
$227K
BIG
503
Brooklyn Investment Group
New York
$227K +$215K +9,254 New
IAIM
504
International Assets Investment Management
Florida
$226K -$4.65K -200 -2%
EGA
505
E&G Advisors
Texas
$224K
CFG
506
Citizens Financial Group
Rhode Island
$224K
MGIA
507
Moneta Group Investment Advisors
Missouri
$224K +$212K +9,117 New
Brown Advisory
508
Brown Advisory
Maryland
$223K -$571K -24,529 -73%
NP
509
NorthRock Partners
Minnesota
$222K -$19.3K -829 -8%
RFP
510
Root Financial Partners
California
$222K +$1.35K +58 +0.6%
CFP
511
Catalyst Financial Partners
Massachusetts
$221K
EFG
512
Elios Financial Group
Ohio
$220K -$1.26K -54 -0.6%
AL
513
Aspiriant LLC
California
$220K
CCM
514
Condor Capital Management
New Jersey
$218K +$23 +1 +0%
FWP
515
FAS Wealth Partners
Kansas
$217K -$16.6K -714 -7%
D.E. Shaw & Co
516
D.E. Shaw & Co
New York
$217K +$206K +8,847 New
BJL
517
Brighton Jones LLC
Washington
$216K +$204K +8,789 New
AWM
518
Axxcess Wealth Management
California
$213K
MAS
519
Meeder Advisory Services
Ohio
$211K
MSR
520
Main Street Research
Connecticut
$210K +$199K +8,541 New
SSW
521
Stone Summit Wealth
Florida
$209K -$58.2K -2,500 -23%
BAM
522
BOS Asset Management
Illinois
$206K +$195K +8,382 New
SF
523
Symphony Financial
Texas
$204K -$338K -14,515 -95%
HA
524
HC Advisors
Georgia
$204K +$193K +8,304 New
AP
525
Americana Partners
Texas
$204K +$193K +8,295 New

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.