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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
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$17.4M +$9.53M +432,165 +124%
FCM
52
Firestone Capital Management
Florida
$17.4M +$264K +11,994 +2%
YAL
53
Your Advocates Ltd
Texas
$16.7M +$409K +18,561 +3%
EWP
54
Elevation Wealth Partners
California
$16.1M +$422K +19,152 +3%
CWM
55
Cabot Wealth Management
Massachusetts
$15.1M -$1.11M -50,553 -7%
BWA
56
Burt Wealth Advisors
Maryland
$14M -$962K -43,644 -7%
CPC
57
Consolidated Planning Corp
Georgia
$13.3M +$7.28K +330 +0.1%
SWA
58
Strata Wealth Advisors
Texas
$13.2M -$20.3K -921 -0.2%
PPW
59
Pasadena Private Wealth
California
$13.1M -$475K -21,558 -4%
SL
60
Systelligence LLC
Minnesota
$13.1M +$22.1K +1,002 +0.2%
OIA
61
OneDigital Investment Advisors
Kansas
$13M +$11.7M +528,915 +1,032%
WPIC
62
White Pine Investment Company
Michigan
$12.9M +$297K +13,470 +2%
QWM
63
Quadcap Wealth Management
Texas
$12.8M +$2.51M +113,766 +25%
TCM
64
TruNorth Capital Management
Michigan
$12.3M +$333K +15,087 +3%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$12.1M -$464K -21,057 -4%
PA
66
Prism Advisors
California
$12M +$141K +6,399 +1%
TWM
67
Tradition Wealth Management
Minnesota
$11.9M -$6.19M -280,755 -35%
CAC
68
Certified Advisory Corp
Florida
$11.8M +$4.48M +203,406 +62%
WFL
69
Wealth Forward LLC
North Dakota
$11.6M +$63.2K +2,865 +0.6%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$11.3M +$283K +12,837 +3%
ES
71
Eagle Strategies
New York
$11.2M +$7.46M +338,532 +208%
OWM
72
Opes Wealth Management
California
$11M -$357K -16,179 -3%
Cerity Partners
73
Cerity Partners
New York
$10.8M +$803K +36,402 +8%
AT
74
American Trust
Kentucky
$10.2M +$10.1M +457,677 New
RF
75
RHS Financial
California
$10.1M -$366K -16,581 -4%
1 2
3
4 5

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.