Schwab Fundamental US Large Company Index ETF
FNDX
785 hedge funds and large institutions have $19B invested in Schwab Fundamental US Large Company Index ETF in 2026 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 338 increasing their positions, 201 reducing their positions, and 43 closing their positions.
112% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 43
68% more repeat investments, than reductions
Existing positions increased: 338 | Existing positions reduced: 201
6% more capital invested
Capital invested by funds: $17.9B → $19B (+$1.12B)
5% more funds holding
Funds holding: 751 → 785 (+34)
1% more funds holding in top 10
Funds holding in top 10: 86 → 87 (+1)
2.41% less ownership
Funds ownership: 82.6% → 80.19% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$173M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$169M |
| 3 |
KeyBank National Association
Cleveland,
Ohio
|
+$118M |
| 4 |
TNA
True North Advisors
Dallas,
Texas
|
+$58.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$41.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWP
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
-$32.5M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$21.5M |
| 3 |
Goldman Sachs
New York
|
-$13.8M |
| 4 |
TS
TradeWell Securities
Fort Wayne,
Indiana
|
-$12.7M |
| 5 |
AC
AlphaCore Capital
La Jolla,
California
|
-$12.5M |
FNDX Hedge Fund Activity: Q1 2026 in Review
785 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q1 2026, worth a combined $19B — up 6.3% from $17.9B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new FNDX positions and 43 closed out — a net gain of 48 holders — while 338 added to existing stakes and 201 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $173M. The largest seller was BlueStem Wealth Partners, cutting an estimated $32.5M.
- 785 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q1 2026, up from 751 in Q4 2025.
- Funds reported $19B of Schwab Fundamental US Large Company Index ETF stock for Q1 2026, up 6.3% quarter-over-quarter.
- 91 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q1 2026 and 43 closed out, a net change of +48 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q1 2026 was CAPTRUST Financial Advisors, an estimated $173M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q1 2026 was BlueStem Wealth Partners, an estimated $32.5M sold.
Based on aggregated 13F filings for Q1 2026.