Who Owns Schwab Fundamental US Large Company Index ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Schwab Fundamental US Large Company Index ETF.
Who crossed 5% of FNDX →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| FIRST COMMUNITY TRUST NAFUNDAMENTAL US L1M shadded | $31.6M |
| ELEVATION WEALTH PARTNERS, LLCFUNDAMENTAL US L754.4K shadded | $23.7M |
| COLLECTIVE FAMILY OFFICE LLCFUNDAMENTAL US L402.4K shadded | $12.7M |
| Breakwater Capital GroupFUNDAMENTAL US L368.4K shadded | $11.6M |
| RFG - Bristol Wealth Advisors, LLCFUNDAMENTAL US L190.2K shadded | $6M |
| Farther Finance Advisors, LLCETF142.6K shadded | $4.5M |
| Avidian Wealth Enterprises, LLCFUNDAMENTAL US L95.7K shadded | $3M |
| YHB Investment Advisors, Inc.FUNDAMENTAL US L77.9K shadded | $2.5M |
| Valeo Financial Advisors, LLCETF74.7K shadded | $2.4M |
| Go Invest LLCETF66.7K shadded | $2.1M |
| DIVERSIFIED MANAGEMENT INCFUNDAMENTAL US L51.3K shadded | $1.6M |
| CoreCap Advisors, LLCETF49.3K shadded | $1.6M |
| Apella Capital, LLCFUNDAMENTAL US L46.4K shadded | $1.5M |
| Wedmont Private CapitalFUNDAMENTAL US L39.8K shadded | $1.3M |
| Councilor Wealth, LLCFUNDAMENTAL US L32.6K shadded | $1M |
| Canandaigua National Trust Co of FloridaCom24.4K shadded | $766.6K |
| Tactive Advisors, LLCFUNDAMENTAL US L23.5K shadded | $739.1K |
| Plan A Wealth LLCFUNDAMENTAL US L23K shadded | $724.3K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIETF21.7K shtrimmed | $682.4K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF14.4K shadded | $452.8K |
| Everhart Financial Group, Inc.FUNDAMENTAL US L11.7K shheld | $367.7K |
| Paragon Capital Management LtdFUNDAMENTAL US L7.9K shheld | $249.3K |
| CHAPIN DAVIS, INC.FUNDAMENTAL US L7.5K shheld | $235.8K |
| Sprinkle Financial Consultants LLCFUNDAMENTAL US L6.5K shtrimmed | $203.8K |
| ARMSTRONG ADVISORY GROUP, INCFUNDAMENTAL US L2.8K shheld | $87.3K |
| Central Pacific Bank - Trust DivisionFUNDAMENTAL US L75 shadded | $2.4K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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