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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
GIA
526
GHP Investment Advisors
Colorado
$3.08K – – –
ACA
527
Atlas Capital Advisors
Wyoming
$2.55K – – –
AFWM
528
Abich Financial Wealth Management
Virginia
$2.21K – – –
GEA
529
Glen Eagle Advisors
New Jersey
$2.1K +$992 +45 +94%
RCM
530
Raleigh Capital Management
North Carolina
$2.08K – – –
AW
531
Avion Wealth
Texas
$2K – – –
SFC
532
Strategic Financial Concepts
Texas
$1.38K +$6.32M +286,572 New
SAM
533
Smartleaf Asset Management
Massachusetts
$1.07K – – –
SIS
534
Strategic Investment Solutions
Illinois
$764 +$728 +33 New
TRCT
535
Tower Research Capital (TRC)
New York
$603 -$852K -38,646 -100%
TFF
536
The Family Firm
Maryland
$201 +$198 +9 New
CSIA
537
Charles Schwab Investment Advisory
California
– -$8.62B -383,770,974 Closed
LNC
538
Lincoln National Corp
Pennsylvania
– -$25.6M -1,141,353 Closed
SAW
539
Signal Advisors Wealth
Michigan
– -$3.67M -163,293 Closed
HIC
540
Hartline Investment Corp
Illinois
– -$2.81M -125,172 Closed
FTUS
541
Flow Traders U.S.
New York
– -$1.95M -86,952 Closed
BWM
542
BCS Wealth Management
Tennessee
– -$1.85M -82,587 Closed
FFWM
543
Future Financial Wealth Management
Ohio
– -$1.73M -77,172 Closed
CBFP
544
Cedar Brook Financial Partners
Ohio
– -$805K -35,838 Closed
YIH
545
Y-Intercept (HK)
Hong Kong
– -$550K -24,471 Closed
BMM
546
Berkshire Money Management
Massachusetts
– -$538K -23,967 Closed
DWM
547
Darwin Wealth Management
Florida
– -$527K -23,454 Closed
RVPG
548
Relative Value Partners Group
– -$474K -22,839 Closed
D.E. Shaw & Co
549
D.E. Shaw & Co
New York
– -$423K -18,819 Closed
MWM
550
Mission Wealth Management
California
– -$326K -14,532 Closed
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.