Schwab Fundamental US Large Company Index ETF
FNDX
840 hedge funds and large institutions have $20.3B invested in Schwab Fundamental US Large Company Index ETF in 2026 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 337 increasing their positions, 218 reducing their positions, and 44 closing their positions.
157% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 44
55% more repeat investments, than reductions
Existing positions increased: 337 | Existing positions reduced: 218
7% more funds holding
Funds holding: 785 → 840 (+55)
7% more capital invested
Capital invested by funds: $19B → $20.3B (+$1.28B)
2% more funds holding in top 10
Funds holding in top 10: 87 → 89 (+2)
1.76% less ownership
Funds ownership: 80.19% → 78.43% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KeyBank National Association
Cleveland,
Ohio
|
+$84.9M |
| 2 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$47.1M |
| 3 |
BWP
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
+$46.5M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$40.8M |
| 5 |
DC
Davenport & Co
Richmond,
Virginia
|
+$25.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$1.34B |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$57.8M |
| 3 |
ONB
Old National Bancorp
Evansville,
Indiana
|
-$33.8M |
| 4 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$28.7M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
-$18.4M |
FNDX Hedge Fund Activity: Q2 2026 in Review
840 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q2 2026, worth a combined $20.3B — up 6.7% from $19B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new FNDX positions and 44 closed out — a net gain of 69 holders — while 337 added to existing stakes and 218 trimmed.
The largest buyer was KeyBank National Association, adding an estimated $84.9M. The largest seller was Charles Schwab, cutting an estimated $1.34B.
- 840 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q2 2026, up from 785 in Q1 2026.
- Funds reported $20.3B of Schwab Fundamental US Large Company Index ETF stock for Q2 2026, up 6.7% quarter-over-quarter.
- 113 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q2 2026 and 44 closed out, a net change of +69 holders.
- The largest Schwab Fundamental US Large Company Index ETF buyer in Q2 2026 was KeyBank National Association, an estimated $84.9M added.
- The largest Schwab Fundamental US Large Company Index ETF seller in Q2 2026 was Charles Schwab, an estimated $1.34B sold.
Based on aggregated 13F filings for Q2 2026.