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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
CA
551
CoreCap Advisors
Michigan
– -$322K -14,355 Closed
KPWS
552
Kestra Private Wealth Services
Texas
– -$267K -11,868 Closed
DFG
553
Delta Financial Group
New Jersey
– -$230K -10,257 Closed
ACA
554
Aspire Capital Advisors
Washington
– -$225K -10,026 Closed
SWA
555
Strategies Wealth Advisors
Michigan
– -$213K -9,483 Closed
Fisher Asset Management
556
Fisher Asset Management
Washington
– -$210K -9,348 Closed
BAM
557
BOS Asset Management
Illinois
– -$210K -9,333 Closed
PSA
558
Plum Street Advisors
Louisiana
– -$201K -8,406 Closed
NCM
559
Northwest Capital Management
Oregon
– -$162K -7,215 Closed
UB
560
UMB Bank
Missouri
– -$98.8K -4,398 Closed
BL
561
Balentine LLC
Georgia
– -$98.2K -4,371 Closed
LTI
562
Laffer Tengler Investments
Tennessee
– -$79.7K -3,546 Closed
CSWM
563
Cassady Schiller Wealth Management
Ohio
– -$40.9K -1,821 Closed
VL
564
Vima LLC
Michigan
– -$24.7K -1,350 Closed
PAM
565
Palisade Asset Management
Minnesota
– -$30.1K -1,338 Closed
National Bank of Canada
566
National Bank of Canada
Quebec, Canada
– -$22.9K -1,173 Closed
WIC
567
Woodmont Investment Counsel
Tennessee
– -$15.3K -681 Closed
LWA
568
Lowe Wealth Advisors
Maryland
– -$13.1K -585 Closed
BNP Paribas Financial Markets
569
BNP Paribas Financial Markets
France
– -$13K -579 Closed
GWANC
570
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$10.1K -450 Closed
WPWM
571
Western Pacific Wealth Management
Illinois
– -$5.26K -234 Closed
SWA
572
SOA Wealth Advisors
New York
– -$4.85K -216 Closed
HFS
573
Hantz Financial Services
Michigan
– -$5K -210 Closed
19 20 21 22
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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.