SCHWAB FNDMNTL US LRG CO ETF (FNDX) 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 $31.65B 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 $11.66B 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 $12.20B, representing an estimated gain of +4.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed FNDX value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Sixth Street Partners Management Company, L.P., Captrust 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.
Institutional Holders
826
Total Reported Value
$31.65B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$11.66B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
78
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 | 1.55% | 374,969,727 | $11,661,558,510 | $12,197,765,219 | +$536,206,709 | +4.60% | |
| Sixth Street Partners Management Company, L.P. | 1.55% | 374,969,727 | $11,661,558,510 | $12,197,765,219 | +$536,206,709 | +4.60% | |
| Captrust Financial Advisors | 1.37% | 28,845,768 | $897,103,432 | $938,352,833 | +$41,249,401 | +4.60% | |
| Keybank National Association/Oh | 1.56% | 15,268,868 | $474,862,064 | $496,696,276 | +$21,834,212 | +4.60% | |
| Mcadam, Llc | 13.13% | 10,931,518 | $339,970,205 | $355,602,281 | +$15,632,076 | +4.60% | |
| Boulay Financial Advisors, Llc | 28.06% | 9,744,092 | $303,041,255 | $316,975,313 | +$13,934,058 | +4.60% | |
| Ameriprise Financial Inc | 0.05% | 8,536,435 | $265,491,545 | $277,690,231 | +$12,198,686 | +4.59% | |
| Signature Estate & Investment Advisors Llc | 4.18% | 7,473,354 | $232,421,324 | $243,108,206 | +$10,686,882 | +4.60% | |
| Envestnet Asset Management Inc | 0.05% | 7,039,245 | $218,920,535 | $228,986,640 | +$10,066,105 | +4.60% | |
| Steele Capital Management, Inc. | 7.35% | 6,423,407 | $199,767,972 | $208,953,430 | +$9,185,458 | +4.60% | |
| Lpl Financial Llc | 0.04% | 6,260,653 | $194,706,287 | $203,659,042 | +$8,952,755 | +4.60% | |
| Morgan Stanley | 0.01% | 5,908,781 | $183,763,130 | $192,212,646 | +$8,449,516 | +4.60% | |
| Glassman Wealth Services | 17.17% | 4,609,229 | $143,347,007 | $149,938,219 | +$6,591,212 | +4.60% | |
| Cetera Investment Advisers | 0.12% | 4,116,304 | $128,017,065 | $133,903,369 | +$5,886,304 | +4.60% | |
| Charles Schwab Trust Co | 6.26% | 3,606,725 | $112,169,148 | $117,326,764 | +$5,157,616 | +4.60% | |
| Northwest Bancshares, Inc. | 19.27% | 3,442,130 | $107,050,243 | $111,972,489 | +$4,922,246 | +4.60% | |
| Bank Of America Corp | 0.01% | 3,386,660 | $105,325,120 | $110,168,050 | +$4,842,930 | +4.60% | |
| Bank Of New York Mellon Corp | 0.02% | 3,196,711 | $99,417,721 | $103,989,009 | +$4,571,288 | +4.60% | |
| Alphacore Capital Llc | 1.67% | 2,922,172 | $90,879,553 | $95,058,255 | +$4,178,702 | +4.60% | |
| Quadrant Capital Group Llc | 2.31% | 2,707,265 | $84,195,942 | $88,067,330 | +$3,871,388 | +4.60% | |
| Gemmer Asset Management Llc | 5.62% | 2,688,126 | $83,600,713 | $87,444,739 | +$3,844,026 | +4.60% | |
| Clark Capital Management Group, Inc. | 0.46% | 2,684,676 | $83,493,429 | $87,332,510 | +$3,839,081 | +4.60% | |
| Reston Wealth Management Llc | 19.83% | 2,366,034 | $73,583,665 | $76,967,086 | +$3,383,421 | +4.60% | |
| Bluestem Wealth Partners, Llc | 7.31% | 2,361,445 | $73,440,940 | $76,817,806 | +$3,376,866 | +4.60% | |
| Kelman-Lazarov, Inc. | 9.58% | 2,350,202 | $73,091,292 | $76,452,071 | +$3,360,779 | +4.60% | |
| Hightower Advisors, Llc | 0.07% | 2,254,293 | $70,108,527 | $73,332,151 | +$3,223,624 | +4.60% | |
| Lee Financial Co | 8.65% | 2,177,038 | $67,705,870 | $70,819,046 | +$3,113,176 | +4.60% | |
| True North Advisors, Llc | 6.37% | 2,140,879 | $66,581,350 | $69,642,794 | +$3,061,444 | +4.60% | |
| Ubs Group Ag | 0.01% | 2,064,745 | $64,213,570 | $67,166,155 | +$2,952,585 | +4.60% | |
| Osaic Holdings, Inc. | 0.07% | 2,046,010 | $63,637,629 | $66,556,705 | +$2,919,076 | +4.59% | |
| Prairiewood Capital, Llc | 15.91% | 1,973,737 | $61,383,213 | $64,205,665 | +$2,822,452 | +4.60% | |
| Davenport & Co Llc | 0.31% | 1,959,498 | $60,940,390 | $63,742,470 | +$2,802,080 | +4.60% | |
| Ashford Advisors, Llc | 11.73% | 1,828,254 | $56,858,700 | $59,473,103 | +$2,614,403 | +4.60% | |
| Eagle Strategies Llc | 5.61% | 1,814,296 | $56,424,590 | $59,019,049 | +$2,594,459 | +4.60% | |
| Cornerstone Planning Group Llc | 6.94% | 1,742,873 | $55,092,213 | $56,695,659 | +$1,603,446 | +2.91% | |
| Tanglewood Wealth Management, Inc. | 4.55% | 1,719,646 | $53,480,991 | $55,940,084 | +$2,459,093 | +4.60% | |
| Koesten, Hirschmann & Crabtree, Inc. | 21.94% | 1,694,633 | $52,703,074 | $55,126,411 | +$2,423,337 | +4.60% | |
| Kavar Capital Partners Group, Llc | 6.33% | 1,650,796 | $51,339,755 | $53,700,394 | +$2,360,639 | +4.60% | |
| Leonard Rickey Investment Advisors P.L.L.C. | 7.47% | 1,530,215 | $47,589,693 | $49,777,894 | +$2,188,201 | +4.60% | |
| Focus Partners Wealth | 0.05% | 1,464,987 | $45,561,131 | $47,656,027 | +$2,094,896 | +4.60% | |
| Resonant Capital Advisors, Llc | 2.12% | 1,424,766 | $44,310,220 | $46,347,638 | +$2,037,418 | +4.60% | |
| Urban Financial Advisory Corp | 10.36% | 1,208,406 | $37,581,434 | $39,309,447 | +$1,728,013 | +4.60% | |
| Commonwealth Equity Services, Llc | 0.05% | 1,152,222 | $35,834,105 | $37,481,782 | +$1,647,677 | +4.60% | |
| Belpointe Asset Management Llc | 1.17% | 1,148,343 | $35,713,494 | $37,355,598 | +$1,642,104 | +4.60% | |
| Fortis Capital Advisors, Llc | 4.02% | 1,148,343 | $35,713,494 | $37,355,598 | +$1,642,104 | +4.60% | |
| Ptm Wealth Management, Llc | 15.78% | 1,111,614 | $35,038,085 | $36,160,803 | +$1,122,718 | +3.20% | |
| Great Valley Advisor Group, Inc. | 0.55% | 1,119,658 | $34,821,109 | $36,422,475 | +$1,601,366 | +4.60% | |
| Wealthspire Retirement, Llc | 1.89% | 1,110,024 | $34,521,760 | $36,109,081 | +$1,587,321 | +4.60% | |
| Mariner, Llc | 0.04% | 1,092,003 | $33,961,294 | $35,522,858 | +$1,561,564 | +4.60% | |
| Raymond James Financial Inc | 0.01% | 1,061,498 | $33,012,594 | $34,530,530 | +$1,517,936 | +4.60% |
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.