Schwab Fundamental U.S. Large Company ETF (FNDX)
ETF ยท NYSE Arca
Schwab Fundamental U.S. Large Company ETF (FNDX) is an exchange-traded fund listed on NYSE Arca, where it has traded since August 15, 2013.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- August 15, 2013
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 835 institutions reported holding FNDX, with 650.7 million shares worth $20.2 billion in aggregate. The largest reported holder was Charles Schwab Investment Management, with 375.0 million shares worth $11.7 billion. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Charles Schwab Investment Management | 374,969,727 | $11.7B | Reduced 10.6% |
| Captrust Financial Advisors | 28,845,768 | $897M | Added 4.91% |
| Keybank National Association/OH | 15,268,868 | $475M | Added 22.6% |
| Mcadam | 10,931,518 | $340M | Added 16.66% |
| Boulay Financial Advisors | 9,744,092 | $303M | Added 1.84% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is FNDX?
Schwab Fundamental U.S. Large Company ETF (FNDX) is an exchange-traded fund listed on NYSE Arca, where it has traded since August 15, 2013.
Who are the largest institutional holders of FNDX?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of FNDX were Charles Schwab Investment Management, Captrust Financial Advisors and Keybank National Association/OH.
How many institutions own FNDX?
835 institutions reported a position in FNDX for the quarter ended June 30, 2026, worth $20.2 billion in total.
Did institutions buy or sell FNDX last quarter?
Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for FNDX.
Every reported institutional holder, plus insider and congressional trades in FNDX, on SentiSense.