AP
FNDX icon

Appleton Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Appleton Partners’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 		$919K Buy
29,565
+2,567
+10% +$77.5K 0.06% 155
2026
Q1 		$752K Sell
26,998
-2,290
-8% -$64.9K 0.05% 160
2025
Q4 		$797K Hold
29,288
– – 0.05% 156
2025
Q3 		$770K Sell
29,288
-2,162
-7% -$54.9K 0.05% 154
2025
Q2 		$772K Sell
31,450
-1,812
-5% -$42.2K 0.05% 151
2025
Q1 		$785K Sell
33,262
-7,493
-18% -$181K 0.06% 148
2024
Q4 		$965K Buy
40,755
+15,594
+62% +$378K 0.07% 135
2024
Q3 		$602K Sell
25,161
-225
-0.9% -$5.18K 0.04% 162
2024
Q2 		$567K Sell
25,386
-20,919
-45% -$461K 0.04% 167
2024
Q1 		$1.04M Buy
46,305
+17,559
+61% +$373K 0.08% 138
2023
Q4 		$594K Sell
28,746
-300
-1% -$5.77K 0.05% 174
2023
Q3 		$542K Sell
29,046
-5,355
-16% -$104K 0.05% 180
2023
Q2 		$660K Sell
34,401
-2,523
-7% -$46.6K 0.06% 172
2023
Q1 		$676K Buy
36,924
+4,053
+12% +$74.4K 0.06% 181
2022
Q4 		$586K Buy
32,871
+390
+1% +$6.9K 0.06% 189
2022
Q3 		$517K Buy
32,481
+1,008
+3% +$17.8K 0.05% 193
2022
Q2 		$534K Buy
31,473
+345
+1% +$6.35K 0.05% 195
2022
Q1 		$607K Buy
31,128
+534
+2% +$10.3K 0.05% 196
2021
Q4 		$598K Sell
30,594
-3,879
-11% -$73.6K 0.05% 204
2021
Q3 		$620K Buy
34,473
+2,766
+9% +$50.8K 0.05% 191
2021
Q2 		$578K Buy
31,707
+555
+2% +$10K 0.05% 192
2021
Q1 		$537K Buy
+31,152
New +$508K 0.05% 190

Other funds holding FNDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
RCM
Richardson Capital Management Menomonee Falls, Wisconsin $234M AUM 22.66% 1-Year Est. Return

Appleton Partners's FNDX Position: Q2 2026 in Review

Appleton Partners increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 9.5% in Q2 2026, buying an estimated $77.5K and bringing the position to 29,565 shares worth $919K. The position accounts for 0.06% of the portfolio, ranked #155.

Appleton Partners first reported a position in FNDX in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.04M in Q1 2024. 211 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Appleton Partners held 29,565 shares of Schwab Fundamental US Large Company Index ETF worth $919K as of Q2 2026.
  • Appleton Partners bought 2,567 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $77.5K.
  • Schwab Fundamental US Large Company Index ETF made up 0.06% of Appleton Partners's portfolio in Q2 2026, its #155 holding.
  • Appleton Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2021 and has held it in 22 quarters since.
  • Appleton Partners's Schwab Fundamental US Large Company Index ETF position peaked at $1.04M in Q1 2024.
  • 211 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.