FNDX
Schwab Fundamental U.S. Large Company ETF · Financial Services · Asset Management
Señales de momentum (gestores comparables):
amplitud de titulares -9.1% ·
flujo de acciones +3.4% ·
nuevas posiciones netas -10.0%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 63 | +2 | 468.17M | $14.56B | +6 | −4 |
| Q1 2026 | 62 | +4 | 504.76M | $14.06B | +6 | −2 |
| Q4 2025 | 58 | -1 | 491.28M | $13.37B | — | −1 |
| Q3 2025 | 10 | -1 | 6.60M | $173.52M | — | −1 |
| Q2 2025 | 8 | +1 | 1.19M | $29.12M | +1 | — |
| Q1 2025 | 4 | 0 | 411.63K | $9.72M | +1 | −1 |
| Q4 2024 | 4 | +1 | 420.75K | $9.96M | +1 | — |
| Q3 2024 | 3 | 0 | 87.09K | $6.25M | +1 | −1 |
| Q2 2024 | 3 | — | 80.44K | $5.39M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.90M | — | $128.89M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 4.90M | — | $128.89M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 4.90M | — | $128.89M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Gotham Asset Management ✦ | 464.11K | +1.8% | $12.21M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 425.55K | +2.7% | $11.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 425.55K | +2.7% | $11.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 277.74K | — | $7.30M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 277.74K | — | $7.30M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 277.74K | — | $7.30M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 277.74K | — | $7.30M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 277.74K | — | $7.30M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 277.74K | — | $7.30M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 277.74K | — | $7.30M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 277.74K | — | $7.30M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 223.83K | +114.5% | $5.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Renaissance Technologies ✦ | 138.80K | +140.1% | $3.65M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 88.90K | +12.1% | $2.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 88.90K | +12.1% | $2.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | The Vanguard Group ✦ (pasivo) | 51.62K | -2.3% | $1.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | The Vanguard Group ✦ (pasivo) | 51.62K | -2.3% | $1.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Fisher Asset Management ✦ | 13.37K | +1.9% | $351,670 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 13.18K | — | $346,660 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| D. E. Shaw & Co. | $217,105 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 767 tenedores, 681.64M acciones, $18.79B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.