We are live on ! Find out more
FNDX icon

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
GFP
126
Guardian Financial Partners
California
$4.36M +$209K +9,498 +5%
SWM
127
Shakespeare Wealth Management
Wisconsin
$4.26M -$251K -11,388 -6%
SF
128
Synovus Financial
Georgia
$4.13M +$250K +11,331 +7%
RWRC
129
R.W. Roge & Company
New York
$4.11M -$95.2K -4,317 -2%
SHF
130
Stage Harbor Financial
Massachusetts
$4.09M -$45.9K -2,082 -1%
TFS
131
Thoroughbred Financial Services
Tennessee
$4.04M +$923K +41,853 +30%
BEAM
132
Baker Ellis Asset Management
Washington
$3.87M +$233K +10,581 +6%
SCM
133
Sebold Capital Management
Illinois
$3.8M -$176K -7,986 -4%
JWM
134
Janiczek Wealth Management
Colorado
$3.73M +$41.1K +1,866 +1%
JP Morgan Chase
135
JP Morgan Chase
New York
$3.59M +$1.01M +45,693 +40%
TPA
136
Trivium Point Advisory
Connecticut
$3.52M +$357K +16,200 +11%
AF
137
Advisornet Financial
Minnesota
$3.51M +$70.2K +3,183 +2%
GAM
138
Gotham Asset Management
New York
$3.35M +$2.14M +96,981 +183%
PCM
139
Pennsylvania Capital Management
Pennsylvania
$3.23M +$360K +16,347 +13%
FC
140
FCA Corp
Texas
$3.12M +$153K +6,960 +5%
FTS
141
Fifth Third Securities
Ohio
$3.06M +$1.32M +60,045 +79%
BCA
142
Bay Colony Advisors
Massachusetts
$3M +$203K +9,213 +7%
FFN
143
Focus Financial Network
Minnesota
$2.98M +$328K +14,874 +13%
TNA
144
True North Advisors
Texas
$2.98M -$71.8K -3,258 -2%
RJA
145
Raymond James & Associates
Florida
$2.97M +$32.1K +1,458 +1%
CA
146
Cambridge Advisors
Nebraska
$2.93M +$200K +9,072 +7%
E
147
ETFidea
New York
$2.92M +$88.5K +4,014 +3%
REMPR
148
Roof Eidam Maycock Peralta (REMP)
California
$2.83M -$49.6K -2,250 -2%
FFWA
149
FRG Family Wealth Advisors
Washington
$2.78M +$182K +8,250 +7%
Wells Fargo
150
Wells Fargo
California
$2.74M -$43K -1,950 -2%
4 5
6
7 8

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.