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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
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$6.9M +$98.3K +4,224 +2%
CFO
127
Collective Family Office
Pennsylvania
$6.7M +$1.19M +51,174 +23%
PJSIMP
128
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.56M -$1.42M -60,820 -19%
FM
129
Foster & Motley
Ohio
$6.53M +$38.1K +1,638 +0.6%
IA
130
Integrity Alliance
Iowa
$6.48M +$12.2K +526 +0.2%
JAG
131
Journey Advisory Group
Kentucky
$6.41M -$211K -9,083 -3%
DC
132
Darrow Company
Massachusetts
$6.26M +$154K +6,603 +3%
VP
133
Verum Partners
North Carolina
$6.23M -$420K -18,031 -7%
RTL
134
Red Tortoise LLC
Georgia
$6.07M +$180K +7,731 +3%
ACS
135
Archford Capital Strategies
Illinois
$6.06M +$1.75M +75,244 +44%
CAM
136
Cidel Asset Management
Ontario, Canada
$5.66M -$779K -33,464 -13%
MPW
137
Magnolia Private Wealth
Pennsylvania
$5.49M -$788K -33,888 -13%
AC
138
Avant Capital
Louisiana
$5.43M +$47.5K +2,041 +0.9%
CL
139
COWA LLC
Oklahoma
$5.38M +$563K +24,194 +12%
WWA
140
Wingate Wealth Advisors
Massachusetts
$5.15M +$1.8M +77,430 +58%
EWA
141
EQ Wealth Advisors
Texas
$5M +$3.96M +170,352 +511%
BEAM
142
Baker Ellis Asset Management
Washington
$4.84M +$203K +8,726 +5%
QCM
143
Quantinno Capital Management
New York
$4.8M +$253K +10,877 +6%
BFA
144
Blueprint Financial Advisors
North Carolina
$4.74M +$4.49M +193,109 New
DSA
145
Droms Strauss Advisors
Missouri
$4.67M -$53.4K -2,295 -1%
SF
146
Synovus Financial
Georgia
$4.66M +$872K +37,491 +25%
EWA
147
Exencial Wealth Advisors
Oklahoma
$4.65M +$4.07K +175 +0.1%
CFO
148
CVA Family Office
Colorado
$4.64M -$164K -7,033 -4%
AWE
149
Avidian Wealth Enterprises
Texas
$4.58M -$460K -19,779 -10%
BAWC
150
Boyce & Associates Wealth Consulting
Texas
$4.47M +$3.94M +169,249 +1,358%

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.