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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
EWA
76
EP Wealth Advisors
California
$14.1M +$11.6M +499,259 +665%
TWM
77
Tradition Wealth Management
Minnesota
$13.8M +$66.5K +2,856 +0.5%
Cerity Partners
78
Cerity Partners
New York
$13.7M -$778K -33,442 -6%
Raymond James Financial
79
Raymond James Financial
Florida
$13.5M +$191K +8,192 +2%
OIA
80
OneDigital Investment Advisors
Kansas
$13.4M -$54.1K -2,325 -0.4%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$12.6M +$48K +2,064 +0.4%
WFL
82
Wealth Forward LLC
North Dakota
$12M -$110K -4,720 -1%
NCM
83
Northland Capital Management
Minnesota
$11.9M +$871K +37,443 +8%
OWM
84
Opes Wealth Management
California
$11.8M -$9.05K -389 -0.1%
AT
85
American Trust
Kentucky
$11.8M +$11.2M +479,917 New
AAS
86
Asset Allocation Strategies
Michigan
$11.7M +$1.2M +51,504 +12%
CWM
87
Congress Wealth Management
Massachusetts
$11.5M -$249K -10,700 -2%
AFS
88
Access Financial Services
Minnesota
$11.5M -$271K -11,634 -2%
GAM
89
Gotham Asset Management
New York
$11.2M +$2.45M +105,104 +30%
IIC
90
Ironwood Investment Counsel
Arizona
$11.1M +$1.78M +76,613 +20%
AWA
91
Arete Wealth Advisors
Illinois
$11M -$603K -25,900 -5%
SFP
92
Sterling Financial Planning
New Jersey
$10.7M +$601K +25,810 +6%
CPCP
93
Cedar Point Capital Partners
Iowa
$10.3M -$532K -22,883 -5%
CCA
94
Cobblestone Capital Advisors
New York
$10.2M -$285K -12,230 -3%
NMCM
95
Nicholson Meyer Capital Management
Missouri
$10.2M +$416K +17,885 +4%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$10.2M +$1.22M +52,249 +14%
PCA
97
Pallas Capital Advisors
Massachusetts
$10.1M +$47 +2 +0%
AIM
98
Alhambra Investment Management
Florida
$10M +$370K +15,921 +4%
PGFC
99
Peapack-Gladstone Financial Corp
New Jersey
$10M +$2.77M +118,898 +41%
SC
100
Soundwatch Capital
Connecticut
$9.98M +$444K +19,076 New

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.