Schwab Fundamental US Large Company Index ETF
FNDX
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.
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: 637 → 665 (+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: 67 → 67 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$300M |
| 2 |
AC
AlphaCore Capital
La Jolla,
California
|
+$78.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$60.2M |
| 4 |
BFA
Boulay Financial Advisors
Eden Prairie,
Minnesota
|
+$52.5M |
| 5 |
BWP
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
+$44.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
ALPS Advisors
Denver,
Colorado
|
-$32.7M |
| 2 |
QCG
Quadrant Capital Group
Cincinnati,
Ohio
|
-$28.9M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.2M |
| 4 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$10.3M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$8.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TAM
701
Tucker Asset Management
Littleton,
Colorado
| – | -$15.5K | -657 | Closed |
|
702
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$14K | -594 | Closed |
|
|
WAG
703
Wiser Advisor Group
Phoenix,
Arizona
| – | -$7.5K | -318 | Closed |
|
|
HCP
704
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$6.87K | -291 | Closed |
|
|
GP
705
Greenline Partners
New York
| – | -$111K | -207 | Closed |
|
|
FMII
706
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$4.46K | -189 | Closed |
|
|
CBT
707
Crews Bank & Trust
Wauchula,
Florida
| – | -$3.97K | -168 | Closed |
|
|
CFFP
708
Center for Financial Planning
Southfied,
Michigan
| – | -$3.09K | -131 | Closed |
|
|
LWMI
709
Legacy Wealth Management (Idaho)
Boise,
Idaho
| – | -$638 | -27 | 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.