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FNDX · Schwab Fundamental U.S. Large Company ETF ETF

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$32.64 -0.15 (-0.46%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 7
Total Value: $14,429,340
Total Shares: 463,966

Institutional Ownership Trend

17 quarters

Holder Concentration

Across 7 13F filers · Δ vs Mar 31, 2026
Top Holder
84.6%
Jun 2021 → Jun 2026 · range 0.0% – 100.0%
+36.9 pts
Top 5
98.2%
Jun 2021 → Jun 2026 · range 0.0% – 100.0%
−1.8 pts
Top 10
100.0%
Jun 2021 → Jun 2026 · range 0.0% – 100.0%
0.0 pts
HHI
7,204
Jun 2021 → Jun 2026 · range 0 – 10,000
Highly concentrated+3,477

Quarterly Activity

vs Mar 31, 2026
New
4
Increased
1
Decreased
1
Sold Out
0
Unchanged
1
Holder count: +4
Institutional value: +1214.2%
Shares held: +1076.9%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Range Advisory, LLC +6,599 19,516

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Principia Wealth Advisory, LLC −480 18,301

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 392,321 $12,201,183
TOBIAS FINANCIAL ADVISORS, INC. 17,910 $557,001
MLG Wealth Management DBA Pine Grove Financial Group 7,424 $230,886
Parkside Financial Bank & Trust 769 $23,915

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 4 Increased 1 Reduced 1 Sold out 0 Unchanged 1
Showing 7 of 7
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC FNDX $12,201,183 84.56% 392,321
Range Advisory, LLC FNDX $606,947 4.21% 19,516
Principia Wealth Advisory, LLC FNDX $569,161 3.94% 18,301
TOBIAS FINANCIAL ADVISORS, INC. FNDX $557,001 3.86% 17,910
Advus Financial Partners, LLC FNDX $240,247 1.66% 7,725
MLG Wealth Management DBA Pine Grove Financial Group FNDX $230,886 1.60% 7,424
Parkside Financial Bank & Trust FNDX $23,915 0.17% 769