Schwab Fndmntl Us Lrg Co Etf (FNDX) Held by Superinvestors
SCHWAB FNDMNTL US LRG CO ETF (FNDX) is currently held by 1 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $5.11M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is currently the largest disclosed institutional shareholder of FNDX tracked by InsiderSet, reporting ownership valued at approximately $5.11M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.38M, representing an estimated gain of +5.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed FNDX value among the investors covered in this analysis. Major shareholders include Sequoia Financial Advisors, and several other long-term asset managers with concentrated positions in SCHWAB FNDMNTL US LRG CO ETF (FNDX).
This page ranks the largest institutional FNDX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors | 0.03% | 164,436 | $5,113,954 | $5,378,702 | +$264,748 | +5.18% |
Frequently asked questions about FNDX
Who are the largest superinvestors holding FNDX?
The largest superinvestors holding FNDX in the latest SEC Form 13F filings include Sequoia Financial Advisors. InsiderSet ranks these superinvestors by their latest reported FNDX position.
What does the FNDX superinvestors page include?
This page tracks FNDX positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. SCHWAB FNDMNTL US LRG CO ETF (FNDX) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold FNDX?
InsiderSet currently tracks 1 superinvestors reporting FNDX holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own FNDX.
How much FNDX stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $5.11M in FNDX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were FNDX superinvestor holdings last updated?
The latest FNDX superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor FNDX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its FNDX position after the reporting date.
Are superinvestors buying or selling FNDX?
Buying and selling can be analyzed by comparing FNDX positions across consecutive 13F reporting periods. InsiderSet's FNDX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FNDX ownership changes.
How have superinvestor FNDX holdings changed over time?
InsiderSet tracks FNDX holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.