Explore more topics
Public ownership evidence

Schwab Fundamental U.S. Large Company ETF (FNDX) Ownership Disclosures

Read FNDX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 50 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

Corient Private Wealth LP2026-06-302026-08-28392,321$12,201,175None
Principia Wealth Advisory, LLC2026-06-302026-08-2718,301$569,161None
Principia Wealth Advisory, LLC2026-03-312026-08-2718,781$523,051None
Advus Financial Partners, LLC2026-06-302026-08-267,725$240,248None
Advus Financial Partners, LLC2026-03-312026-08-267,725$215,141None
Advus Financial Partners, LLC2025-12-312026-08-267,725$210,197None
Advus Financial Partners, LLC2025-09-302026-08-267,725$203,168None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-2617,910$557,001None
Kings Path Partners LLC2026-03-312026-08-22100,492$2,798,702None
ATX Financial Planning, LLC2026-06-302026-08-2112,193$379,202None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-215,823$181,095None
Kingsview Wealth Management, LLC2026-06-302026-08-20201,590$6,269,450None
Archer Investment Corp2026-06-302026-08-207,397$230,055None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2041,568$1,292,765None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20452,039$14,058,394None
Beacon Pointe Advisors, LLC2026-06-302026-08-19154,001$4,789,442None
Capasso Planning Partners LLC2026-06-302026-08-1950,920$1,583,607None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-192,922$91,000None
Caitlin John, LLC2026-06-302026-08-185,961$185,387None
Corient Private Wealth LP2026-06-302026-08-18900,273$27,998,487None
Asset Allocation Strategies LLC2026-06-302026-08-18569,600$17,714,565None
Transamerica Financial Advisors, LLC2026-06-302026-08-18701$21,801None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1816,112$501,083None
Nalls Sherbakoff Group, LLC2026-06-302026-08-1832,408$1,007,888None
Nalls Sherbakoff Group, LLC2026-03-312026-08-1832,381$901,810None
Wiser Advisor Group LLC2026-06-302026-08-18286$8,898None
Equitable Holdings, Inc.2026-06-302026-08-18154,510$4,805,266None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-185,795$180,000None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-1583$2,581None
Independence Wealth Advisors, LLC2026-06-302026-08-1511,105$345,366None
AMERIFLEX GROUP, INC.2026-06-302026-08-15498$15,488None
Blueprint Financial Advisors LLC2026-06-302026-08-15166,468$5,177,155None
SEI INVESTMENTS CO2026-06-302026-08-1532,245$1,002,830None
Murphy & Mullick Capital Management Corp2026-06-302026-08-15312$9,703None
Modern Wealth Management, LLC2026-06-302026-08-1559,097$1,837,917None
Modern Wealth Management, LLC2026-06-302026-08-150$7None
FWL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-151,569$48,796None
Basecamp Wealth Advisors LLC2026-06-302026-08-15807$25,098None
Mutual Advisors, LLC2026-06-302026-08-159,194$285,934None
Milestone Investment Advisors LLC2026-06-302026-08-15352,730$10,969,899None
SIGNAL TREE FINANCIAL PARTNERS LLC2026-06-302026-08-1598,187$3,053,616None
Flatrock Wealth Partners LLC2026-06-302026-08-15268,507$8,350,564None
Capital Asset Advisory Services LLC2026-06-302026-08-1515,731$489,234None
KANE INVESTMENT MANAGEMENT, INC.2026-06-302026-08-1511,173$347,487None
Roehl & Yi Investment Advisors, LLC2026-06-302026-08-1511,245$349,734None
KCM INVESTMENT ADVISORS LLC2026-06-302026-08-1542,652$1,326,491None
American Trust2026-06-302026-08-15358,274$11,142,317None
Ameritas Advisory Services, LLC2026-06-302026-08-1597,487$3,031,857None
NFSG Corp2026-06-302026-08-152,100$65,310None
Caerus Investment Advisors, LLC2026-06-302026-08-1510,017$311,529None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗TOBIAS FINANCIAL ADVISORS, INC. ↗Kings Path Partners LLC ↗ATX Financial Planning, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.