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 Q4 2025, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $23.18 M.
Top institutional holders include Joel Greenblatt and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $186,401.95 net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 50.6%. Conversely, Ken Fisher reduced exposure by 39.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Schwab Fundamental U.S. Large Company ETF (FNDX)
Major holders include Joel Greenblatt ($13.2 M), Cliff Asness ($9.17 M), Ken Fisher ($220,994). According to the latest reported data, 3 tracked investment managers collectively hold approximately 830,470 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $186,401.95, with 2 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited FNDX. The total reported sell value was $3.84 M.
Yes, 0 managers opened new positions in FNDX, and 2 increased their existing holdings. The total reported buy value was $3.66 M.