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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
BCWM
51
Bartlett & Co Wealth Management
Ohio
$23.1M -$403K -17,339 -2%
Corient Private Wealth
52
Corient Private Wealth
Florida
$22.3M -$708K -30,423 -3%
MWP
53
Moller Wealth Partners
$21.4M +$1.46M +62,562 +8%
FSG
54
Financial Strategies Group
Michigan
$21.4M +$721K +30,977 +4%
CPC
55
Consolidated Planning Corp
Georgia
$20.3M -$769K -33,031 -4%
CAC
56
Certified Advisory Corp
Florida
$19.5M +$1.11M +47,527 +6%
WTA
57
Washington Trust Advisors
Massachusetts
$19.1M -$76.3K -3,279 -0.4%
FCM
58
Firestone Capital Management
Florida
$18.7M -$99.8K -4,291 -0.6%
TCM
59
TruNorth Capital Management
Michigan
$18.7M +$1M +43,138 +6%
YAL
60
Your Advocates Ltd
Texas
$18.6M +$232K +9,970 +1%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$18.4M -$383K -16,470 -2%
EWP
62
Elevation Wealth Partners
California
$17.9M +$74.3K +3,193 +0.4%
PS
63
Principal Securities
Iowa
$17M +$9.32M +400,639 +138%
PPW
64
Pasadena Private Wealth
California
$16.4M +$1.51M +65,002 +11%
CFA
65
Cahill Financial Advisors
Minnesota
$16.2M -$13.9K -599 -0.1%
CWM
66
Cabot Wealth Management
Massachusetts
$16.1M +$200K +8,616 +1%
BWA
67
Burt Wealth Advisors
Maryland
$16.1M +$352K +15,120 +2%
SWA
68
Strata Wealth Advisors
Texas
$15.9M +$1.26M +53,969 +9%
USCWA
69
U.S. Capital Wealth Advisors
Texas
$15.7M +$3.37M +144,855 +29%
SIP
70
Sellwood Investment Partners
Oregon
$15.1M -$295K -12,695 -2%
EF
71
Envision Financial
Wisconsin
$14.6M +$102K +4,372 +0.7%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$14.6M -$1.97M -84,457 -12%
UFAC
73
Urban Financial Advisory Corp
Illinois
$14.5M +$1.91M +81,969 +16%
WPIC
74
White Pine Investment Company
Michigan
$14.4M -$128K -5,481 -0.9%
ES
75
Eagle Strategies
New York
$14.4M +$1.02M +43,809 +8%

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.