FNDX

SCHWAB FNDMNTL US LRG CO ETF
USCUSIP 808524771
Institutional Owners
210
+30 QoQ
13F Value Held
$1.3B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)67 adding · 26 trimming
Insider net (180d)+$0
Price history not yet available for FNDX.

Top institutional holders

210 13F filers
#FundPosition valueSharesLast moveAs of
1McAdam, LLC
$261.0M
9.37MAddedQ1 2026
2SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
$190.5M
6.84MAddedQ1 2026
3AlphaCore Capital LLC
$85.0M
3.05MReducedQ1 2026
4Clark Capital Management Group, Inc.
$69.5M
2.49MAddedQ1 2026
5Private Advisor Group, LLC
$56.6M
2.03MReducedQ1 2026
6Resonant Capital Advisors, LLC
$40.8M
1.47MAddedQ1 2026
7GREAT VALLEY ADVISOR GROUP, INC.
$31.7M
1.14MAddedQ1 2026
8DAVENPORT & Co LLC
$30.8M
1.11MAddedQ1 2026
9Wealthspire Retirement, LLC
$26.6M
954.8KAddedQ1 2026
10BARTLETT & CO. WEALTH MANAGEMENT LLC
$26.1M
873.5KReducedQ1 2026
11Haverford Trust Co
$25.1M
900.2KAddedQ1 2026
12NorthCoast Asset Management LLC
$22.7M
813.6KNewQ1 2026
13OXFORD FINANCIAL GROUP, LTD. LLC
$21.4M
769.4KReducedQ1 2026
14MAI Capital Management
$19.7M
705.9KAddedQ1 2026
15U.S. Capital Wealth Advisors, LLC
$18.2M
652.9KAddedQ1 2026
16PRINCIPAL SECURITIES, INC.
$16.8M
604.0KAddedQ1 2026
17Gotham Asset Management, LLC
$16.3M
585.0KAddedQ1 2026
18MML INVESTORS SERVICES, LLC
$15.2M
544.4KAddedQ1 2026
19EP Wealth Advisors, LLC
$15.0M
538.8KReducedQ1 2026
20Nicholas Hoffman & Company, LLC.
$12.5M
449.8KAddedQ1 2026
21Pallas Capital Advisors LLC
$11.4M
409.1KAddedQ1 2026
22LEAVELL INVESTMENT MANAGEMENT, INC.
$10.6M
382.4KAddedQ1 2026
23TUDOR INVESTMENT CORP ET AL
$10.6M
381.5KNewQ1 2026
24Kestra Advisory Services, LLC
$10.0M
359.2KAddedQ1 2026
25AlTi Global, Inc.
$9.2M
331.7KAddedQ1 2026

Fund activity — latest quarter

Opened (NEW)
16
funds
Added
51
funds
Reduced
26
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

202 funds+201 since Q1 2024
0101202Q1 2024Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $1.4B

Funds that own FNDX also own

CompanyCo-held byCombined value
Apple Inc - USAAPL209 funds$45.0B
Nvidia Corp ComNVDA209 funds$42.5B
iShares Core S&P 500 ETFIVV208 funds$40.3B
Microsoft Corp - USMSFT208 funds$32.5B
Amazon.com IncAMZN207 funds$23.6B
LPHABET INCGOOG207 funds$15.7B
Jpmorgan Chase & Co - USJPM207 funds$15.5B
GOOGLE INCGOOGL206 funds$21.3B
Meta Platforms, Inc.META206 funds$13.1B
Lilly Eli & CompanyLLY206 funds$9.2B
Johnson & JohnsonJNJ206 funds$9.0B
Exxon Mobil CorporationXOM206 funds$8.8B

Ranked by how many of FNDX's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FNDX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.