Schwab Fundamental US Large Company Index ETF
FNDX
627 hedge funds and large institutions have $13.7B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 257 increasing their positions, 153 reducing their positions, and 39 closing their positions.
185% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 39
68% more repeat investments, than reductions
Existing positions increased: 257 | Existing positions reduced: 153
10% more funds holding
Funds holding: 568 → 627 (+59)
7% more funds holding in top 10
Funds holding in top 10: 59 → 63 (+4)
1% more capital invested
Capital invested by funds: $13.6B → $13.7B (+$105M)
162.67% less ownership
Funds ownership: 242.28% → 79.61% (-163%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$31M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$24.7M |
| 3 |
LPL Financial
San Diego,
California
|
+$23M |
| 4 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$19.4M |
| 5 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPG
Cornerstone Planning Group
Fairfield,
New Jersey
|
-$62.4M |
| 2 |
FSG
Financial Strategies Group
Okemos,
Michigan
|
-$41M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$27M |
| 4 |
PCA
Pallas Capital Advisors
Braintree,
Massachusetts
|
-$19.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$16.6M |
FNDX Hedge Fund Activity: Q4 2024 in Review
627 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q4 2024, worth a combined $13.7B — up 0.77% from $13.6B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new FNDX positions and 39 closed out — a net gain of 72 holders — while 257 added to existing stakes and 153 trimmed.
The largest buyer was Charles Schwab, adding an estimated $31M. The largest seller was Cornerstone Planning Group, cutting an estimated $62.4M.
- 627 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q4 2024, up from 568 in Q3 2024.
- Funds reported $13.7B of Schwab Fundamental US Large Company Index ETF stock for Q4 2024, up 0.77% quarter-over-quarter.
- 111 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q4 2024 and 39 closed out, a net change of +72 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q4 2024 was Charles Schwab, an estimated $31M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q4 2024 was Cornerstone Planning Group, an estimated $62.4M sold.
Based on aggregated 13F filings for Q4 2024.