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 821 firms reporting positions valued at approximately $19.98B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Charles Schwab Investment Management Inc is the largest disclosed holder, reporting approximately $11.66B in FNDX holdings in its latest filing.
Institutional ownership remains highly concentrated, with Charles Schwab Investment Management Inc representing the majority of disclosed value.
Institutional Holders
821
Total Reported Value
$19.98B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$11.66B
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
0
Funds Exiting Positions
796
Top Institutional Owners
View all- Charles Schwab Investment Management Inc$11.66B
- Captrust Financial Advisors$897.10M
- Keybank National Association/Oh$474.86M
- Mcadam, Llc$339.97M
- Boulay Financial Advisors, Llc$303.04M
FNDX News
All news- Northwest Bancshares Q2 2026 Portfolio Changes
Aug 20, 2026 · valut.ai
- 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