Schwab Fndmntl US Lrg Co ETF
$32.52-0.2%
+$10.8B
Net Activity
+50.71% total shares
Institutions Holding
844
Popularity Rank
#611
Avg Weight
0.92%
Total Value
$32.0B
844 institutions currently hold FNDX, with 449 net buyers and 269 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
269
Net Buying Institutions
449
Top 5 by Value
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Across its top 20 institutional holders, FNDX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 13/100, avg. turnover score 23/100).
FNDX ranks #611 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
FNDX is a top-conviction position for Boulay Financial Advisors, LLC — at 28.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in FNDX belongs to Charles Schwab Investment Management Inc, but the position matters far more to Boulay Financial Advisors, LLC, who has 28.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
DAVENPORT & Co LLC has added to its FNDX position for two straight quarters, increasing it by $47.4M to reach $78.1M today.
Triumph Capital Management has trimmed its FNDX position for two straight quarters, cutting it by $12.1K while still holding $6.6K.
FNDX is down 0.2% today, but institutions show net buying of $10.8B this quarter — a divergence between today's price move and the underlying institutional flow.
+$12.4B
Total Buy Value
$1.7B
Total Sell Value
449
Net Buyers
269
Net Sellers
FNDX
Q2 2026
Top 5 Institutional Movers
+$131.4M
+$128.0M
+$79.0M
-$52.9M
FNDX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
808524771
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,789
Total reported value
$1.2T
Held by 4789 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,716
Total reported value
$473.6B
Held by 4716 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,662
Total reported value
$986.0B
Held by 4662 institutions — one of the most-tracked stocks on AlphaSMO
Access FNDX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/FNDXCLI
npx alphasmo stocks get FNDX