Schwab Fundamental US Large Company Index ETF
FNDX
637 hedge funds and large institutions have $13.9B invested in Schwab Fundamental US Large Company Index ETF in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 288 increasing their positions, 157 reducing their positions, and 49 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 288 | Existing positions reduced: 157
49% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 49
6% more funds holding in top 10
Funds holding in top 10: 63 → 67 (+4)
2% more funds holding
Funds holding: 627 → 637 (+10)
1.17% more ownership
Funds ownership: 79.61% → 80.78% (+1.2%)
3% less capital invested
Capital invested by funds: $14.3B → $13.9B (-$396M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QCG
Quadrant Capital Group
Cincinnati,
Ohio
|
+$104M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$45.4M |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$30.7M |
| 4 |
FCA
Fortis Capital Advisors
Prairie Village,
Kansas
|
+$30.7M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$92.1M |
| 2 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$71.8M |
| 3 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
-$24.8M |
| 4 |
BWP
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
-$16.2M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$13.9M |
FNDX Hedge Fund Activity: Q1 2025 in Review
637 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q1 2025, worth a combined $13.9B — down 2.8% from $14.3B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new FNDX positions and 49 closed out — a net gain of 24 holders — while 288 added to existing stakes and 157 trimmed.
The largest buyer was Quadrant Capital Group, adding an estimated $104M. The largest seller was Charles Schwab, cutting an estimated $92.1M.
- 637 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q1 2025, up from 627 in Q4 2024.
- Funds reported $13.9B of Schwab Fundamental US Large Company Index ETF stock for Q1 2025, down 2.8% quarter-over-quarter.
- 73 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q1 2025 and 49 closed out, a net change of +24 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q1 2025 was Quadrant Capital Group, an estimated $104M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q1 2025 was Charles Schwab, an estimated $92.1M sold.
Based on aggregated 13F filings for Q1 2025.