Who owns FNDX?
Schwab Fundamental U.S. Large Company ETF · Schwab
837 institutions reported holding FNDX, worth $20.4B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FNDX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Charles Schwab Investment Management Inc. | San Francisco, CA | $11.7B | 374,969,727 | −44,452,895 shares |
| Captrust Financial Advisors | Raleigh, NC | $897.1M | 28,845,768 | +1,350,281 shares |
| Keybank National Association | Brooklyn, OH | $474.9M | 15,268,868 | +2,814,396 shares |
| McAdam, LLC | Philadelphia, PA | $340.0M | 10,931,518 | +1,561,245 shares |
| Boulay Financial Advisors, LLC | Eden Prairie, MN | $303.0M | 9,744,092 | +176,225 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $265.5M | 8,536,435 | +372,051 shares |
| Signature Estate & Investment Advisors LLC | Los Angeles, CA | $232.4M | 7,473,354 | −952,317 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $218.9M | 7,039,245 | +416,802 shares |
| Steele Capital Management, Inc. | Dubuque, IA | $199.8M | 6,423,407 | +123,253 shares |
| LPL Financial LLC | Fort Mill, SC | $194.7M | 6,260,653 | +435,438 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FNDX?
837 institutional managers reported holding FNDX in Form 13F filings for June 30, 2026, worth $20.4B in total. The largest reported position was held by Charles Schwab Investment Management Inc., at $11.7B.
Did institutions buy or sell FNDX last quarter?
Reported 13F value rose 7.5% from March 31, 2026, which includes price moves as well as buying and selling. 128 firms reported a new position and 42 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FNDX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.