FNDX

Schwab Fndmntl US Lrg Co ETF

+$1.1B

Net Activity

Institutions Holding

772

Popularity Rank

#644

Avg Weight

1.00%

Total Value

$19.0B

Ownership Trend

772 institutions currently hold FNDX, with 414 net buyers and 241 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

241

Net Buying Institutions

414

Key Holders

Key Holders

Top 5 by Value

CS
Charles Schwab Investment Management INC
$11.7B
CF
Captrust Financial Advisors
$765.7M
KN
Keybank National Association/oh
$346.9M
BF
Boulay Financial Advisors, LLC
$266.5M
ML
McAdam, LLC
$261.0M

Top 5 by Conviction

BF
Boulay Financial Advisors, LLC
30.58%
KH
Koesten, Hirschmann & Crabtree, INC.
23.13%
NB
Northwest Bancshares, Inc.
22.03%
RW
Reston Wealth Management LLC
19.87%
GW
Glassman Wealth Services
17.69%
View all 772 holding institutions

Quarterly Activity

Recent Activity

+$17.2B

Total Buy Value

$1.9B

Total Sell Value

New buy81
Trim197
Add333
Sold out44

414

Net Buyers

241

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SCHWAB FNDMNTL US LRG CO ETF (FNDX)?
Major stakeholders currently include Charles Schwab Investment Management INC ($11.7B), Captrust Financial Advisors ($765.7M), Keybank National Association/oh ($346.9M). Based on the latest 13F filings, there are a total of 772 tracked investment funds and institutions maintaining positions in FNDX.
What is the overall institutional sentiment toward FNDX recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $1.1B, driven by 414 managers accumulating shares while 241 reduced their exposure.
Which institutions have been selling or reducing their FNDX positions?
In the latest period, 197 funds trimmed their holdings, and 44 managers completely exited their positions. The aggregate reported sell value was $1.9B.
Are there any notable investors adding FNDX to their portfolios?
Yes, buying activity remains notable. 81 institutions opened new positions in {ticker}, and 333 existing holders added to their shares. The total reported buy value for the quarter amounted to $17.2B.

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