§ EQUITY
USDFNDX
SCHWAB FNDMNTL US LRG CO ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
453 increased/new, 220 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Charles Schwab Investment Mgmt | 419.4M | 1.8% | +1% |
| CAPTRUST FINANCIAL ADVISORS | 27.5M | 1.3% | +29% |
| KEYBANK NATIONAL ASSOCIATION/OH | 12.5M | 1.3% | +50% |
| Boulay Financial Advisors, LLC | 9.6M | 30.6% | +5% |
| McAdam, LLC | 9.4M | 11.8% | +2% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 8.4M | 4.8% | +5% |
◇ AC INTELLIGENCE
Top institutional owners for FNDX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
PASSIVE / INDEX61.2% · 3 holders
OTHER32.1% · 719 holders
DEALER / BANK4.8% · 36 holders
QUALITY / COMPOUNDER1.3% · 5 holders
INCOME / DEFENSIVE0.3% · 3 holders
SYSTEMATIC / QUANT0.1% · 2 holders
TACTICAL / MACRO0.1% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for FNDX in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention FNDX yet.