FNDX Institutional Ownership Trend

Institutional ownership trends for SCHWAB FNDMNTL US LRG CO ETF provide insight into how hedge funds, mutual funds, pension managers, and long-term asset managers have adjusted exposure to the company across multiple SEC Form 13F reporting periods.

Institutional investors tracked by InsiderSet collectively reported approximately $7.47M in FNDX holdings for the quarter ended March 31, 2026, compared with approximately $7.58M reported during the prior quarter. The number of tracked institutional holders was unchanged during the latest reporting period.

Based on current market prices and the latest disclosed share counts, the combined estimated current value of tracked FNDX institutional positions has increased significantly since the filing period due to continued share price appreciation.

This page tracks historical institutional ownership trends for FNDX, including:

  • total institutional holders by quarter
  • aggregate reported value
  • estimated live portfolio value
  • ownership concentration changes
  • largest ownership increases and reductions
  • long-term smart money positioning trends

Institutional ownership trend analysis can help investors evaluate accumulation patterns, investor conviction, sector leadership, and portfolio concentration changes across major investment firms investing in SCHWAB FNDMNTL US LRG CO ETF.

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$7,473,125268,335
Q3 20252$7,581,685288,277
Q2 20252$4,604,582187,636
Q1 20252$3,327,686140,944
Q4 20242$6,054,383255,675
Q3 20242$4,208,15058,642
Q2 20242$2,944,70943,964
Q1 20242$2,050,32190,065
Q4 20232$1,960,20392,586
Q3 20232$1,379,73455,920
Q2 20232$1,419,90156,532
Q1 20231$436,4507,947