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Schwab Fundamental U.S. Large Company ETF

FNDX
$30.38 +$0.079 (0.26%)
Market Cap: $24.79 B
Gurus Holding
4
Popularity Rank
#2324
% of Shares Held
0.19%
Net Activity (Q1 2026)
+$20.7 M

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 Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $47.8 M.

Top institutional holders include Joel Greenblatt and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $20.7 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who opened a new position.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q1 2026)

+$20.92 M
Total Buy Value
New Buys 2
Additions 2
-$220,994
Total Sell Value
Reductions 0
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
1
Net Buyers
4

FAQs for Schwab Fundamental U.S. Large Company ETF (FNDX)

Major holders include Joel Greenblatt ($16.29 M), Cliff Asness ($13.87 M), Paul Tudor Jones ($10.62 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 1.57 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $20.7 M, with 4 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 $220,994.

Yes, 2 managers opened new positions in FNDX, and 2 increased their existing holdings. The total reported buy value was $20.92 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.05% Add 20.6% 585,044 $16.29 M Q1 2026
0.01% Add 47.7% 497,884 $13.87 M Q1 2026
0.02% New Buy 381,483 $10.62 M Q1 2026
0.00% New Buy 109,100 $3.04 M Q1 2026
Date
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Value
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SEC Form