SCHWAB FNDMNTL US LRG CO ETF (FNDX) Top Institutional Shareholders
SCHWAB FNDMNTL US LRG CO ETF (FNDX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $18.83B in FNDX holdings during the latest filing period.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of FNDX tracked by InsiderSet, reporting ownership valued at approximately $11.68B in its March 31, 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 $13.17B, representing an estimated gain of +12.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed FNDX value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Captrust Financial Advisors, Keybank National Association/Oh, 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.
Institutional Holders
765
Total Reported Value
$18.83B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$11.68B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
71
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 1.78% | 419,422,622 | $11,680,920,022 | $13,174,064,557 | +$1,493,144,535 | +12.78% | |
| Captrust Financial Advisors | 1.34% | 27,495,487 | $765,687,139 | $863,633,247 | +$97,946,108 | +12.79% | |
| Keybank National Association/Oh | 1.27% | 12,454,472 | $346,857,167 | $391,194,966 | +$44,337,799 | +12.78% | |
| Boulay Financial Advisors, Llc | 30.58% | 9,567,867 | $266,465,102 | $300,526,702 | +$34,061,600 | +12.78% | |
| Mcadam, Llc | 11.76% | 9,370,273 | $260,962,099 | $294,320,275 | +$33,358,176 | +12.78% | |
| Signature Estate & Investment Advisors Llc | 4.75% | 8,425,671 | $234,654,928 | $264,650,326 | +$29,995,398 | +12.78% | |
| Ameriprise Financial Inc | 0.05% | 8,164,384 | $227,354,536 | $256,443,301 | +$29,088,765 | +12.79% | |
| Envestnet Asset Management Inc | 0.05% | 6,622,443 | $184,435,029 | $208,010,935 | +$23,575,906 | +12.78% | |
| Steele Capital Management, Inc. | 7.27% | 6,300,154 | $175,459,297 | $197,887,837 | +$22,428,540 | +12.78% | |
| Lpl Financial Llc | 0.04% | 5,825,215 | $162,232,219 | $182,970,003 | +$20,737,784 | +12.78% | |
| Morgan Stanley | 0.01% | 5,436,335 | $151,401,948 | $170,755,282 | +$19,353,334 | +12.78% | |
| Glassman Wealth Services | 17.69% | 4,671,904 | $130,112,521 | $146,744,505 | +$16,631,984 | +12.78% | |
| Charles Schwab Trust Co | 6.26% | 3,606,725 | $112,169,148 | $113,287,232 | +$1,118,084 | +1.00% | |
| Northwest Bancshares, Inc. | 22.03% | 3,974,516 | $110,690,271 | $124,839,548 | +$14,149,277 | +12.78% | |
| Cetera Investment Advisers | 0.12% | 3,891,438 | $108,376,540 | $122,230,068 | +$13,853,528 | +12.78% | |
| Bank Of America Corp | 0.01% | 3,144,222 | $87,566,596 | $98,760,013 | +$11,193,417 | +12.78% | |
| Alphacore Capital Llc | 2.01% | 3,050,385 | $84,953,220 | $95,812,593 | +$10,859,373 | +12.78% | |
| Gemmer Asset Management Llc | 5.91% | 2,683,602 | $74,738,314 | $84,291,939 | +$9,553,625 | +12.78% | |
| Bank Of New York Mellon Corp | 0.01% | 2,629,717 | $73,237,616 | $82,599,411 | +$9,361,795 | +12.78% | |
| Clark Capital Management Group, Inc. | 0.43% | 2,494,669 | $69,476,544 | $78,357,553 | +$8,881,009 | +12.78% | |
| Kelman-Lazarov, Inc. | 9.47% | 2,371,188 | $66,037,578 | $74,479,015 | +$8,441,437 | +12.78% | |
| Reston Wealth Management Llc | 19.87% | 2,329,590 | $64,879,079 | $73,172,422 | +$8,293,343 | +12.78% | |
| Lee Financial Co | 8.58% | 2,183,679 | $60,815,457 | $68,589,357 | +$7,773,900 | +12.78% | |
| Bell Investment Advisors, Inc | 9.49% | 2,178,555 | $60,672,748 | $68,428,413 | +$7,755,665 | +12.78% | |
| Creative Planning | 0.04% | 2,169,172 | $60,411,445 | $68,133,693 | +$7,722,248 | +12.78% | |
| Ubs Group Ag | 0.01% | 2,145,776 | $59,759,862 | $67,398,824 | +$7,638,962 | +12.78% | |
| True North Advisors, Llc | 6.58% | 2,073,839 | $57,756,419 | $65,139,283 | +$7,382,864 | +12.78% | |
| Private Advisor Group, Llc | 0.27% | 2,031,747 | $56,584,144 | $63,817,173 | +$7,233,029 | +12.78% | |
| Hightower Advisors, Llc | 0.06% | 2,024,776 | $56,389,987 | $63,598,214 | +$7,208,227 | +12.78% | |
| Prairiewood Capital, Llc | 15.42% | 1,914,777 | $53,326,530 | $60,143,146 | +$6,816,616 | +12.78% | |
| Cornerstone Planning Group Llc | 6.83% | 1,696,212 | $51,208,634 | $53,278,019 | +$2,069,385 | +4.04% | |
| Ashford Advisors, Llc | 11.91% | 1,835,393 | $51,115,695 | $57,649,694 | +$6,533,999 | +12.78% | |
| Koesten, Hirschmann & Crabtree, Inc. | 23.13% | 1,704,754 | $47,477,395 | $53,546,323 | +$6,068,928 | +12.78% | |
| Tanglewood Wealth Management, Inc. | 3.93% | 1,702,554 | $47,416,135 | $53,477,221 | +$6,061,086 | +12.78% | |
| Kavar Capital Partners Group, Llc | 5.56% | 1,594,298 | $44,401,206 | $50,076,900 | +$5,675,694 | +12.78% | |
| Leonard Rickey Investment Advisors P.L.L.C. | 7.23% | 1,500,003 | $41,775,071 | $47,115,094 | +$5,340,023 | +12.78% | |
| Focus Partners Wealth | 0.05% | 1,475,727 | $41,115,920 | $46,352,585 | +$5,236,665 | +12.74% | |
| Resonant Capital Advisors, Llc | 2.14% | 1,465,255 | $40,807,362 | $46,023,660 | +$5,216,298 | +12.78% | |
| Osaic Holdings, Inc. | 0.05% | 1,300,970 | $36,236,448 | $40,863,468 | +$4,627,020 | +12.77% | |
| Mariner, Llc | 0.04% | 1,256,720 | $34,984,883 | $39,473,575 | +$4,488,692 | +12.83% | |
| Commonwealth Equity Services, Llc | 0.05% | 1,205,610 | $33,576,239 | $37,868,210 | +$4,291,971 | +12.78% | |
| Belpointe Asset Management Llc | 1.16% | 1,144,416 | $31,871,997 | $35,946,107 | +$4,074,110 | +12.78% | |
| Fortis Capital Advisors, Llc | 4.17% | 1,144,416 | $31,871,997 | $35,946,107 | +$4,074,110 | +12.78% | |
| Great Valley Advisor Group, Inc. | 0.58% | 1,138,243 | $31,700,428 | $35,752,213 | +$4,051,785 | +12.78% | |
| Old National Bancorp | 0.53% | 1,127,401 | $31,398,118 | $35,411,665 | +$4,013,547 | +12.78% | |
| Davenport & Co Llc | 0.17% | 1,105,098 | $30,776,982 | $34,711,128 | +$3,934,146 | +12.78% | |
| Urban Financial Advisory Corp | 10.62% | 1,078,214 | $30,028,255 | $33,866,702 | +$3,838,447 | +12.78% | |
| Ptm Wealth Management, Llc | 15.68% | 1,051,900 | $29,579,428 | $33,040,179 | +$3,460,751 | +11.70% | |
| Eagle Strategies Llc | 3.49% | 1,047,751 | $29,179,863 | $32,909,859 | +$3,729,996 | +12.78% | |
| Planned Solutions, Inc. | 9.59% | 1,043,467 | $29,060,561 | $32,775,298 | +$3,714,737 | +12.78% |
Frequently asked questions about FNDX
Who owns the most FNDX stock?
The largest holders of FNDX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SCHWAB FNDMNTL US LRG CO ETF (FNDX).
Is FNDX widely held by superinvestors?
Many widely followed stocks like FNDX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FNDX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.