Schwab Fundamental US Large Company Index ETF
FNDX
668 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, 281 increasing their positions, 191 reducing their positions, and 43 closing their positions.
374% more capital inflows, than outflows
Capital inflows: $873M | Capital outflows: $184M
86% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 43
47% more repeat investments, than reductions
Existing positions increased: 281 | Existing positions reduced: 191
4% more funds holding
Funds holding: 640 → 668 (+28)
0.56% more ownership
Funds ownership: 80.78% → 81.34% (+0.56%)
0% more funds holding in top 10
Funds holding in top 10: 67 → 67 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$300M |
| 2 |
AlphaCore Capital
La Jolla,
California
|
+$78.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$60.2M |
| 4 |
Boulay Financial Advisors
Eden Prairie,
Minnesota
|
+$52.5M |
| 5 |
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
+$44.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ALPS Advisors
Denver,
Colorado
|
-$32.7M |
| 2 |
Quadrant Capital Group
Cincinnati,
Ohio
|
-$28.9M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.2M |
| 4 |
Manning & Napier Advisors
Fairport,
New York
|
-$10.3M |
| 5 |
Kestra Advisory Services
Austin,
Texas
|
-$8.78M |
FNDX Hedge Fund Activity: Q2 2025 in Review
668 of the 7,628 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 281 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.
- 668 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q2 2025, up from 640 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.