Affinity Capital Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
Other funds holding FNDX
ML
BFA
SEIA
SCM
Affinity Capital Advisors's FNDX Position: Q2 2026 in Review
Affinity Capital Advisors reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 45% in Q2 2026, selling an estimated $190K and leaving 7,627 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #176.
Affinity Capital Advisors first reported a position in FNDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $388K in Q1 2026. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.
- Affinity Capital Advisors held 7,627 shares of Schwab Fundamental US Large Company Index ETF worth $239K as of Q2 2026.
- Affinity Capital Advisors sold 6,289 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $190K.
- Schwab Fundamental US Large Company Index ETF made up 0.03% of Affinity Capital Advisors's portfolio in Q2 2026, its #176 holding.
- Affinity Capital Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
- Affinity Capital Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $388K in Q1 2026.
- 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.
Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.