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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
NHC
101
Nicholas Hoffman & Company
Georgia
$9.9M +$187K +8,049 +2%
MML Investors Services
102
MML Investors Services
Massachusetts
$9.88M +$1.3M +55,745 +16%
MCM
103
MAI Capital Management
Ohio
$9.47M +$160K +6,867 +2%
LFA
104
Legend Financial Advisors
Pennsylvania
$9.39M -$77.6K -3,337 -0.9%
QWM
105
Quadcap Wealth Management
Texas
$9.29M +$245K +10,511 +3%
AFA
106
Arlington Financial Advisors
California
$9.27M -$142K -6,119 -2%
MFG
107
Merit Financial Group
Georgia
$9.16M -$5.87M -252,099 -40%
DC
108
Davenport & Co
Virginia
$9.15M +$8.68M +373,027 New
HWP
109
Highline Wealth Partners
California
$8.91M +$1.38M +59,167 +19%
PCM
110
Pennsylvania Capital Management
Pennsylvania
$8.74M -$124K -5,346 -1%
BGAI
111
Bruce G. Allen Investments
Colorado
$8.63M -$105K -4,498 -1%
LTL
112
Lowery Thomas LLC
California
$8.62M -$284K -12,205 -3%
PAS
113
Park Avenue Securities
New York
$8.62M +$5.43M +233,455 +198%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$8.59M +$8.14M +349,984 +1,346,092%
KAS
115
Kestra Advisory Services
Texas
$8.43M -$8.78M -377,341 -52%
LAM
116
Lakewood Asset Management
Illinois
$8.23M +$320K +13,772 +4%
AG
117
AlTi Global
New York
$8.15M +$8.98K +386 +0.1%
MIA
118
Milestone Investment Advisors
Wisconsin
$8.15M +$60.6K +2,605 +0.8%
RF
119
RHS Financial
California
$8.05M -$372K -16,002 -5%
Jones Financial Companies
120
Jones Financial Companies
Missouri
$7.73M +$1.33M +57,365 +22%
WSFS
121
Wilmington Savings Fund Society
Delaware
$7.31M
GFP
122
Guardian Financial Partners
California
$7.15M +$724K +31,129 +12%
KWM
123
Kingsview Wealth Management
Oregon
$7.1M +$17.4K +746 +0.3%
LIM
124
Leavell Investment Management
Alabama
$7.08M +$79.4K +3,411 +1%
RFA
125
Rollins Financial Advisors
New York
$6.96M -$810K -34,830 -11%

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.