13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
FNDX

SCHWAB FNDMNTL US LRG CO ETF

823 institutions still hold SCHWAB FNDMNTL US LRG CO ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524771·Exchange Traded Fund·823 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.5%
vs prior quarter
13F value held
$15.3B
75.0% inst. owned
of float
Holders
823
+76 QoQ
filers reporting
Activity
+37 / −59
+847 added · −686 reduced
this quarter
Concentration
76.31%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

823 institutions reported FNDX in Q1 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 76.3% of the visible book. +76 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$11.7B419.4M1.78%Q1 202602
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$766M27.5M1.34%Q1 202603
KEYBANK NATIONAL ASSOCIATION/OH
CIK 0001089877
$347M12.5M1.27%Q1 202604
Boulay Financial Advisors, LLC
CIK 0002056342
$266M9.6M30.58%Q1 202605
McAdam, LLC
CIK 0001695490
$261M9.4M11.76%Q1 202606
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CIK 0001079935
$235M8.4M4.75%Q1 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$227M8.2M0.05%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$184M6.6M0.05%Q1 202609
Steele Capital Management, Inc.
CIK 0001646695
$175M6.3M7.27%Q1 202610
LPL Financial LLC
CIK 0001403438
$162M5.8M0.04%Q1 202611
MORGAN STANLEY
CIK 0000895421
$151M5.4M0.01%Q1 202612
Glassman Wealth Services
CIK 0001642160
$130M4.7M17.69%Q1 202613
Northwest Bancshares, Inc.
CIK 0001471265
$111M4.0M22.03%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$108M3.9M0.12%Q1 202615
Charles Schwab Trust Co
CIK 0001789219
$90M3.2M5.81%Q1 202616
Callan Capital, LLC
CIK 0001542166
$89M3.8M6.56%Q1 202517
BANK OF AMERICA CORP /DE/
CIK 0000070858
$88M3.1M0.01%Q1 202618
AlphaCore Capital LLC
CIK 0001713662
$85M3.1M2.01%Q1 202619
QUADRANT CAPITAL GROUP LLC
CIK 0001650717
$75M2.7M2.25%Q1 202620
Gemmer Asset Management LLC
CIK 0001607825
$75M2.7M5.91%Q1 2026
Page 1 of 42
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