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Accredited Investors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Accredited Investors’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$269K Buy
+8,643
New +$261K 0.01% 258

Other funds holding FNDX

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Accredited Investors's FNDX Position: Q2 2026 in Review

Accredited Investors opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 8,643 shares worth $269K. The stake represents 0.01% of the portfolio and ranks #258 among its holdings.

413 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Accredited Investors held 8,643 shares of Schwab Fundamental US Large Company Index ETF worth $269K as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new Accredited Investors position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Accredited Investors's portfolio in Q2 2026, its #258 holding.
  • 413 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.