13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
FNDX

SCHWAB FNDMNTL US LRG CO ETF

906 institutions still hold SCHWAB FNDMNTL US LRG CO ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524771·Exchange Traded Fund·906 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$16.1B
visible holders
Holders
906
filers reporting
Concentration
72.56%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

906 institutions reported FNDX in Q2 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 72.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$11.7B375.0M1.55%Q2 202602
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$897M28.8M1.37%Q2 202603
KEYBANK NATIONAL ASSOCIATION/OH
CIK 0001089877
$514M16.3M1.68%Q3 202604
McAdam, LLC
CIK 0001695490
$350M11.1M13.16%Q3 202605
Boulay Financial Advisors, LLC
CIK 0002056342
$303M9.7M28.06%Q2 202606
AMERIPRISE FINANCIAL INC
CIK 0000820027
$265M8.5M0.05%Q2 202607
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CIK 0001079935
$252M8.0M4.44%Q3 202608
LPL Financial LLC
CIK 0001403438
$250M8.0M0.05%Q3 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$219M7.0M0.05%Q2 202610
Steele Capital Management, Inc.
CIK 0001646695
$202M6.4M7.50%Q3 202611
MORGAN STANLEY
CIK 0000895421
$184M5.9M0.01%Q2 202612
Glassman Wealth Services
CIK 0001642160
$143M4.6M17.17%Q2 202613
Cetera Investment Advisers
CIK 0001666741
$128M4.1M0.12%Q2 202614
Charles Schwab Trust Co
CIK 0001789219
$112M3.6M6.49%Q3 202615
Northwest Bancshares, Inc.
CIK 0001471265
$111M4.0M22.03%Q1 202616
BANK OF AMERICA CORP /DE/
CIK 0000070858
$105M3.4M0.01%Q2 202617
Bank of New York Mellon Corp
CIK 0001390777
$103M3.3M0.02%Q3 202618
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$94M3.0M0.21%Q3 202619
AlphaCore Capital LLC
CIK 0001713662
$89M2.8M1.43%Q3 202620
QUADRANT CAPITAL GROUP LLC
CIK 0001650717⚠ data anomaly
$86M2.7M2.34%Q3 2026
Page 1 of 46
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