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
PA
176
PFG Advisors
Arizona
$1.93M -$54.4K -2,469 -3%
WF
177
Warner Financial
Maryland
$1.83M +$267K +12,108 +17%
IC
178
IEQ Capital
California
$1.81M +$1.01M +46,023 +132%
VNA
179
Valley National Advisers
Pennsylvania
$1.8M -$51.5K -2,334 -3%
NA
180
NewEdge Advisors
Louisiana
$1.75M +$145K +6,561 +9%
FHA
181
Flagship Harbor Advisors
Massachusetts
$1.68M -$65.6K -2,976 -4%
QCG
182
Quadrant Capital Group
Ohio
$1.66M +$101K +4,590 +7%
SPWM
183
Schrum Private Wealth Management
Florida
$1.62M – – –
ASN
184
Advisory Services Network
Georgia
$1.62M +$63K +2,859 +4%
YWM
185
Yoder Wealth Management
California
$1.61M -$18.7K -846 -1%
WEG
186
World Equity Group
Illinois
$1.57M -$1.22M -55,224 -44%
SA
187
SpiderRock Advisors
Delaware
$1.56M -$794 -36 -0.1%
IWM
188
IHT Wealth Management
Illinois
$1.55M +$115K +5,217 +8%
SWM
189
Spire Wealth Management
Virginia
$1.55M +$3.7K +168 +0.2%
GVAG
190
Great Valley Advisor Group
Delaware
$1.54M +$19K +861 +1%
EWA
191
EP Wealth Advisors
California
$1.53M +$689K +31,254 +84%
LIA
192
LBMC Investment Advisors
Tennessee
$1.53M – – –
HG
193
Harbor Group
New Hampshire
$1.5M -$22.5K -1,020 -1%
MAM
194
Madison Asset Management
Wisconsin
$1.46M – – –
WA
195
Waverly Advisors
Alabama
$1.45M +$1.43M +65,046 New
AWM
196
Angeles Wealth Management
California
$1.39M +$99.1K +4,494 +8%
SPC
197
Sigma Planning Corp
Michigan
$1.38M +$84.5K +3,834 +7%
AIA
198
Arcadia Investment Advisors
Idaho
$1.36M -$94.6K -4,290 -7%
APC
199
Asset Planning Corporation
Tennessee
$1.36M -$264K -11,961 -16%
BFM
200
Boston Financial Management
Massachusetts
$1.35M -$1.65K -75 -0.1%
6 7
8
9 10

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.