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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
CFG
676
Certior Financial Group
Pennsylvania
-$312K -13,207 Closed
GM
677
GeoWealth Management
Illinois
-$304K -12,882 Closed
UCFA
678
United Capital Financial Advisors
Texas
-$293K -12,402 Closed
CPA
679
Capital Performance Advisors
California
-$286K -12,097 Closed
FWTB
680
First Western Trust Bank
Colorado
-$278K -11,794 Closed
TSS
681
Two Sigma Securities
New York
-$278K -11,770 Closed
BWA
682
Bordeaux Wealth Advisors
California
-$276K -11,690 Closed
PCMN
683
Paradigm Capital Management (Nevada)
Nevada
-$274K -11,595 Closed
Natixis Advisors
684
Natixis Advisors
Massachusetts
-$268K -11,371 Closed
BB
685
Busey Bank
Illinois
-$268K -11,350 Closed
CCWA
686
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$251K -10,634 Closed
RDWM
687
Red Door Wealth Management
Tennessee
-$246K -10,437 Closed
VPIM
688
Vanguard Personalized Indexing Management
California
-$239K -10,128 Closed
MCM
689
Mainstream Capital Management
California
-$221K -9,372 Closed
EI
690
eCIO Inc
Wisconsin
-$213K -9,020 Closed
CAAS
691
Capital Asset Advisory Services
Michigan
-$206K -8,693 Closed
Bessemer Group
692
Bessemer Group
New Jersey
-$138K -5,859 Closed
DJSG
693
D.J. St. Germain
Massachusetts
-$99.4K -4,212 Closed
CCM
694
Coldstream Capital Management
Washington
-$61.9K -2,622 Closed
BWM
695
Bernard Wealth Management
Michigan
-$57.2K -2,424 Closed
PWA
696
Physician Wealth Advisors
Utah
-$49.1K -2,079 Closed
JWA
697
JFS Wealth Advisors
Pennsylvania
-$43.7K -1,851 Closed
ACA
698
American Capital Advisory
Idaho
-$42.3K -1,792 Closed
WT
699
Washington Trust
Rhode Island
-$29.6K -1,254 Closed
BGWM
700
Bridge Generations Wealth Management
Florida
-$27.6K -1,169 Closed

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.