FNDX Institutional Ownership Changes & 13F Activity

SCHWAB FNDMNTL US LRG CO ETF (FNDX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC and Sequoia Financial Advisors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCSell-29,700109,100$3,038,435
Q1 2026Sequoia Financial AdvisorsBuy9,758159,235$4,434,690
Q3 2025Renaissance Technologies LLCBuy81,000138,800$3,650,440
Q3 2025Sequoia Financial AdvisorsBuy19,641149,477$3,931,245
Q2 2025Renaissance Technologies LLCBuy48,90057,800$1,418,412
Q2 2025Sequoia Financial AdvisorsSell-2,208129,836$3,186,170
Q1 2025Renaissance Technologies LLCSell-127,9008,900$210,129
Q1 2025Sequoia Financial AdvisorsBuy13,169132,044$3,117,557
Q4 2024Renaissance Technologies LLCBuy117,700136,800$3,239,424
Q4 2024Sequoia Financial AdvisorsBuy79,333118,875$2,814,959
Q3 2024Sequoia Financial AdvisorsBuy8,87839,542$2,837,534
Q3 2024Renaissance Technologies LLCBuy5,80019,100$1,370,616
Q2 2024Renaissance Technologies LLCSell-46,40013,300$890,834
Q2 2024Sequoia Financial AdvisorsBuy29930,664$2,053,875
Q1 2024Renaissance Technologies LLCSell-1,30059,700$4,023
Q1 2024Sequoia Financial AdvisorsSell-1,22130,365$2,046,298
Q4 2023Renaissance Technologies LLCBuy29,70061,000$3,778
Q4 2023Sequoia Financial AdvisorsBuy6,96631,586$1,956,425
Q3 2023Renaissance Technologies LLCSell-60031,300$1,752
Q3 2023Sequoia Financial AdvisorsSell-1224,620$1,377,982
Q2 2023Renaissance Technologies LLCBuy24,50031,900$1,836
Q2 2023Sequoia Financial AdvisorsBuy16,68524,632$1,418,065
Q1 2023Sequoia Financial AdvisorsBuy3,6457,947$436,450
Q4 2022Renaissance Technologies LLCSell-23,8007,400$395
Q4 2022Sequoia Financial AdvisorsSell-4114,302$229,899
Q3 2022Renaissance Technologies LLCBuy7,10031,200$1,490
Q2 2022Renaissance Technologies LLCBuy16,60024,100$1,227
Q2 2022Sequoia Financial AdvisorsBuy4,7134,713$240
Q1 2022Renaissance Technologies LLCSell-12,0007,500$439
Q4 2021Renaissance Technologies LLCSell-6,80019,500$1,143

Frequently asked questions about FNDX activity

  • Which institutional owners are buying FNDX?

    Institutional owners buying FNDX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FNDX activity?

    "Buy" means an investor increased their reported position in FNDX compared to the prior reporting period. This reflects growing exposure to SCHWAB FNDMNTL US LRG CO ETF (FNDX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FNDX increasing?

    Institutional interest in FNDX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.