Schwab Fundamental US Large Company Index ETF
FNDX
568 hedge funds and large institutions have $13.6B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 258 increasing their positions, 132 reducing their positions, and 37 closing their positions.
103% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 37
95% more repeat investments, than reductions
Existing positions increased: 258 | Existing positions reduced: 132
10% more capital invested
Capital invested by funds: $12.4B → $13.6B (+$1.18B)
9% more funds holding in top 10
Funds holding in top 10: 54 → 59 (+5)
6% more funds holding
Funds holding: 535 → 568 (+33)
1.34% more ownership
Funds ownership: 240.94% → 242.28% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPG
Cornerstone Planning Group
Fairfield,
New Jersey
|
+$90.4M |
| 2 |
FSG
Financial Strategies Group
Okemos,
Michigan
|
+$38.9M |
| 3 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$34.6M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$21.9M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$21.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Prism Advisors
Studio City,
California
|
-$11.7M |
| 2 |
CFA
Cahill Financial Advisors
Edina,
Minnesota
|
-$4.05M |
| 3 |
NB
Northwest Bancshares
Warren,
Pennsylvania
|
-$1.82M |
| 4 |
JP Morgan Chase
New York
|
-$1.36M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.18M |
FNDX Hedge Fund Activity: Q3 2024 in Review
568 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q3 2024, worth a combined $13.6B — up 9.5% from $12.4B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new FNDX positions and 37 closed out — a net gain of 38 holders — while 258 added to existing stakes and 132 trimmed.
The largest buyer was Cornerstone Planning Group, opening a new position worth an estimated $90.4M. The largest seller was Prism Advisors, cutting an estimated $11.7M.
- 568 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q3 2024, up from 535 in Q2 2024.
- Funds reported $13.6B of Schwab Fundamental US Large Company Index ETF stock for Q3 2024, up 9.5% quarter-over-quarter.
- 75 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q3 2024 and 37 closed out, a net change of +38 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q3 2024 was Cornerstone Planning Group, an estimated $90.4M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q3 2024 was Prism Advisors, an estimated $11.7M sold.
Based on aggregated 13F filings for Q3 2024.