SCHWAB FNDMNTL US LRG CO ETF (FNDX) Institutional Ownership and Insiders Activity
SCHWAB FNDMNTL US LRG CO ETF (FNDX) is widely held by institutional investors, with 1 tracked firm reporting positions valued at approximately $5.11M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $5.11M in FNDX holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Institutional Holders
1
Total Reported Value
$5.11M
Largest Holder
Sequoia Financial Advisors
Largest Position
$5.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View allFNDX News
All news- Fortis Capital Advisors Q2 2026 Portfolio Activity
Aug 4, 2026 · valut.ai
- Cedar Point Capital Partners Llc Investment Activity in Q2 2026
Jul 29, 2026 · valut.ai
- Leonard Rickey Investment Advisors Q2 2026 Portfolio Activity: Major Purchases, Significant Sales
Jul 26, 2026 · valut.ai
- Lee Financial Co Q2 2026 Portfolio Activity: Major Sales in Large-Cap ETFs, New Positions in Dimensional Funds
Jul 25, 2026 · valut.ai
- Koesten, Hirschmann & Crabtree Inc.: Recent ETF Purchases and Sales in Q2
Jul 22, 2026 · valut.ai
- Kavar Capital Partners Group Q2 2026: Focus on Growth ETFs, Continued Confidence in Apple
Jul 21, 2026 · valut.ai
- Legend Financial Advisors Inc Buys Heavy into Tech ETFs, Sells Barclays Stake
Jul 21, 2026 · valut.ai
- White Pine Investment Co Q2 Activity: Major Buys in Floating Rate, Gold Miners ETFs
Jul 21, 2026 · valut.ai
Related FNDX Institutional Insights:
- FNDX Institutional Ownership & Insiders Activity
- FNDX Institutional Ownership & 13F Activity
- FNDX Top Institutional Shareholders
- FNDX Institutional Buying Activity
- FNDX Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- FNDX Insider Trading & SEC Form 4 Activity
- FNDX Articles
- Top Institutional Investor Stock Rankings