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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
SL
151
Systelligence LLC
Minnesota
$4.46M -$6.21M -266,830 -59%
SHF
152
Stage Harbor Financial
Massachusetts
$4.43M -$12.4K -534 -0.3%
GRP
153
Global Retirement Partners
California
$4.36M +$4.14M +177,767 New
SWM
154
Shakespeare Wealth Management
Wisconsin
$4.36M +$15.3K +656 +0.4%
TFS
155
Thoroughbred Financial Services
Tennessee
$4.35M -$1,000K -42,958 -20%
EH
156
Equitable Holdings
New York
$4.29M +$523K +22,482 +15%
WMWM
157
Wilkins Miller Wealth Management
Alabama
$4.28M +$115K +4,941 +3%
AF
158
Allworth Financial
California
$4.25M +$447K +19,215 +12%
SCM
159
Sebold Capital Management
Illinois
$4.18M +$88.7K +3,813 +2%
FFO
160
Fortitude Family Office
Arizona
$4.17M +$3.18M +136,655 +408%
AWM
161
AE Wealth Management
Kansas
$4.13M +$256K +11,004 +7%
MSFS
162
Main Street Financial Solutions
Pennsylvania
$4.05M -$363K -15,603 -9%
BCA
163
Bay Colony Advisors
Massachusetts
$3.91M +$116K +4,984 +3%
P
164
&Partners
Tennessee
$3.91M +$260K +11,192 +8%
BIP
165
Blueprint Investment Partners
North Carolina
$3.72M +$3.52M +151,487 New
BWM
166
BCS Wealth Management
Tennessee
$3.58M +$902K +38,781 +36%
FFWA
167
FRG Family Wealth Advisors
Washington
$3.54M +$53.5K +2,300 +2%
FFN
168
Focus Financial Network
Minnesota
$3.51M +$269K +11,546 +9%
TNA
169
True North Advisors
Texas
$3.5M +$293K +12,577 +10%
FC
170
FCA Corp
Texas
$3.49M -$30.9K -1,330 -0.9%
Lido Advisors
171
Lido Advisors
California
$3.4M +$595K +25,556 +23%
JP Morgan Chase
172
JP Morgan Chase
New York
$3.31M -$1.26M -54,080 -29%
Wells Fargo
173
Wells Fargo
California
$3.29M +$32.3K +1,389 +1%
TWP
174
Tempus Wealth Planning
California
$3.24M +$177K +7,620 +6%
IC
175
IEQ Capital
California
$3.24M -$96.4K -4,141 -3%

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.