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 2 tracked firms reporting positions valued at approximately $7.47M based on SEC Form 13F filings for the quarter ended March 31, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $4.43M 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
2
Total Reported Value
$7.47M
Largest Holder
Sequoia Financial Advisors
Largest Position
$4.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
2
Funds Exiting Positions
0
Top Institutional Owners
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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
- Top Institutional Investor Stock Rankings