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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
CPA
176
Cathy Pareto & Associates
Florida
$3.2M -$50.2K -2,158 -2%
CA
177
Cambridge Advisors
Nebraska
$3.2M +$21.1K +907 +0.7%
CWA
178
Clearview Wealth Advisors
Oregon
$3.19M +$38.1K +1,637 +1%
SFA
179
Sequoia Financial Advisors
Ohio
$3.19M -$51.4K -2,208 -2%
SAI
180
Savvy Advisors Inc
New York
$3.05M +$265K +11,394 +10%
LPAM
181
Lodestar Private Asset Management
California
$3.04M +$241K +10,353 +9%
RBWA
182
RFG - Bristol Wealth Advisors
Massachusetts
$2.99M +$152K +6,531 +6%
MWM
183
Meridian Wealth Management
Kentucky
$2.98M -$52.2K -2,243 -2%
BCI
184
Brinker Capital Investments
Pennsylvania
$2.91M +$660K +28,379 +31%
SC
185
Savant Capital
Illinois
$2.89M +$181K +7,795 +7%
Bank of New York Mellon
186
Bank of New York Mellon
New York
$2.84M -$27.3K -1,173 -1%
PFS
187
Prospera Financial Services
Texas
$2.8M +$239K +10,291 +10%
WF
188
Warner Financial
Maryland
$2.78M -$68.2K -2,930 -3%
NG
189
Novem Group
New York
$2.77M +$147K +6,330 +6%
WA
190
Wealthstar Advisors
Texas
$2.69M +$52.7K +2,267 +2%
PWM
191
Perigon Wealth Management
California
$2.66M +$5.93K +255 +0.2%
WIP
192
WealthCare Investment Partners
Rhode Island
$2.65M -$539K -23,185 -18%
REMPR
193
Roof Eidam Maycock Peralta (REMP)
California
$2.65M -$78.3K -3,367 -3%
EWM
194
Empirical Wealth Management
Washington
$2.64M +$135K +5,799 +6%
BC
195
Bulwark Capital
Florida
$2.64M +$2.5M +107,465 New
AQR Capital Management
196
AQR Capital Management
Connecticut
$2.56M +$1.7M +73,043 +233%
WCM
197
Whitener Capital Management
North Carolina
$2.5M +$37.9K +1,630 +2%
STFP
198
Signal Tree Financial Partners
Ohio
$2.41M +$2.28M +98,187 New
AA
199
Aufman Associates
Pennsylvania
$2.39M +$32.7K +1,404 +1%
SPC
200
Sigma Planning Corp
Michigan
$2.35M -$28.2K -1,210 -1%

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.