Guru Ownership Trend
Guru Analysis for Schwab Fundamental U.S. Large Company ETF (FNDX)
Schwab Fundamental U.S. Large Company ETF (FNDX), a key player in the Market sector, continues to attract institutional attention.
As of Q3 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $23.9 M.
Top institutional holders include Joel Greenblatt and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $4.74 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies who increased their stake by 140.1%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.05% | Add 1.8% | 464,107 | $12.21 M | Q3 2025 | |
| 0.00% | Add 114.5% | 223,833 | $5.89 M | Q3 2025 | |
| 0.00% | Add 140.1% | 138,800 | $3.65 M | Q3 2025 | |
| 0.00% | Add 1.9% | 13,371 | $351,670 | Q3 2025 | |
| 0.00% | New Buy | 1,915 | $50,365 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Schwab Fundamental U.S. Large Company ETF (FNDX)
Major holders include Joel Greenblatt ($12.21 M), Cliff Asness ($5.89 M), Renaissance Technologies ($3.65 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 842,026 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $4.74 M, with 5 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited FNDX. The total reported sell value was $808,568.
Yes, 1 managers opened new positions in FNDX, and 4 increased their existing holdings. The total reported buy value was $5.55 M.