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
CAM
151
Cresset Asset Management
Illinois
$2.73M -$728 -33 -0%
TWP
152
Tempus Wealth Planning
California
$2.69M +$40.1K +1,821 +2%
GRP
153
Global Retirement Partners
California
$2.66M +$567K +25,704 +28%
PAS
154
Park Avenue Securities
New York
$2.55M +$513K +23,247 +26%
CWA
155
Clearview Wealth Advisors
Oregon
$2.51M +$2.48M +112,488 New
LPAM
156
Lodestar Private Asset Management
California
$2.51M +$110K +4,980 +5%
AWM
157
AE Wealth Management
Kansas
$2.48M +$409K +18,537 +20%
APW
158
Austin Private Wealth
Texas
$2.45M -$5.49K -249 -0.2%
JBA
159
Johnson Bixby & Associates
Washington
$2.36M +$64.1K +2,907 +3%
CL
160
COWA LLC
Oklahoma
$2.36M -$600K -27,201 -20%
WANY
161
Wealthspire Advisors (New York)
New York
$2.32M -$8.13K -369 -0.4%
WCM
162
Whitener Capital Management
North Carolina
$2.26M +$29K +1,314 +1%
Truist Financial
163
Truist Financial
North Carolina
$2.21M +$98.1K +4,449 +5%
Tudor Investment Corp
164
Tudor Investment Corp
Connecticut
$2.2M +$2.18M +98,682 New
SC
165
Savant Capital
Illinois
$2.18M +$121K +5,505 +6%
MSFS
166
Main Street Financial Solutions
Pennsylvania
$2.14M +$1.06M +48,171 +101%
PFS
167
Prospera Financial Services
Texas
$2.09M +$81.2K +3,684 +4%
VFA
168
Valeo Financial Advisors
Indiana
$2.07M +$66 +3 +0%
SFA
169
Sequoia Financial Advisors
Ohio
$2.05M +$19.8K +897 +1%
FNC
170
First National Corp
Massachusetts
$2.05M +$48.8K +2,214 +2%
EWM
171
Empirical Wealth Management
Washington
$2M -$58.3K -2,643 -3%
SAI
172
Savvy Advisors Inc
New York
$1.96M +$426K +19,317 +28%
EH
173
Equitable Holdings
New York
$1.95M +$463K +20,982 +32%
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$1.95M -$107K -4,869 -5%
KPP
175
Kings Path Partners
Texas
$1.95M +$1.93M +87,357 New
5 6
7
8 9

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.