SCHWAB FNDMNTL US LRG CO ETF (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 (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Charles Schwab Investment Management Inc, Ameriprise Financial Inc, Envestnet Asset Management Inc, Northwest Bancshares, Inc., and Bank Of America Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Versant Capital Management, Inc | Buy | +2 | +0.4% | 548 | $17.25K | Q3 2026 | Oct 02, 2026 |
| Noble Wealth Management Pbc | Buy | +86 | +43.0% | 286 | $9.00K | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -7,039,245 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Sell | -171,170 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -19,846 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Anchor Investment Management, Llc | Sell | -790 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -92,241 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -769 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Corient Private Wealth Llc | Sell | -392,321 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Tobias Financial Advisors, Inc. | Sell | -17,910 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 25, 2026 |
| Atx Financial Planning, Llc | Sell | -12,193 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Gill Capital Partners, Llc | Sell | -5,823 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -452,039 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -201,590 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Sell | -41,568 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -7,397 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -154,001 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Capasso Planning Partners Llc | Sell | -50,920 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Pin Oak Investment Advisors Inc | Sell | -2,922 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Asset Allocation Strategies Llc | Sell | -569,600 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -154,510 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -16,112 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Sell | -5,961 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -5,795 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -701 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Charles Schwab Investment Management Inc | Sell | -374,969,727 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Sell | -8,536,435 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Northwest Bancshares, Inc. | Sell | -3,442,130 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -3,386,660 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Quadrant Capital Group Llc | Sell | -2,707,265 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
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.