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 (Q2 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, Osaic Holdings, Inc., Corient Private Wealth Llc, and Qube Research & Technologies Ltd.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+416,802+6.3%7,039,245$218.92MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Sell-4,603-2.6%171,170$5.32MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-1,869-8.6%19,846$617.22KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+4,837+5.5%92,241$2.87MQ2 2026Sep 09, 2026
Corient Private Wealth LlcSell-609,962-60.9%392,321$12.20MQ2 2026Aug 27, 2026
Atx Financial Planning, LlcSell-263-2.1%12,193$379.20KQ2 2026Aug 20, 2026
Gill Capital Partners, LlcSell-165-2.8%5,823$181.09KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+59,979+15.3%452,039$14.06MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-2,208-1.1%201,590$6.27MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoBuy+1,873+4.7%41,568$1.29MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+28+0.4%7,397$230.06KQ2 2026Aug 19, 2026
Capasso Planning Partners LlcBuy+50,920—50,920$1.58MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcSell-5,283-3.3%154,001$4.79MQ2 2026Aug 18, 2026
Asset Allocation Strategies LlcBuy+6,151+1.1%569,600$17.71MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+3,710+2.5%154,510$4.81MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-555-3.3%16,112$501.08KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+258+4.7%5,795$180.00KQ2 2026Aug 17, 2026
Charles Schwab Investment Management IncSell-44,452,895-10.6%374,969,727$11.66BQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+8,536,435—8,536,435$265.49MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+745,040+57.3%2,046,010$63.64MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+549,038+173.3%865,941$26.93MQ2 2026Aug 14, 2026
Northwest Bancshares, Inc.Sell-532,386-13.4%3,442,130$107.05MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+525,500—525,500$16.34MQ2 2026Aug 14, 2026
Tudor Investment Corp Et AlBuy+396,984+104.1%778,467$24.21MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+373,266+54.2%1,061,498$33.01MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+294,664+2502.7%306,438$9.53MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+267,462+38.6%960,732$29.88MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+242,438+7.7%3,386,660$105.33MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+159,508—159,508$4.96MQ2 2026Aug 14, 2026
Peapack Gladstone Financial CorpBuy+143,337+29.7%625,180$19.44MQ2 2026Aug 14, 2026
Showing 30 of 707

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.