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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$24.3M Buy
781,859
+758,898
+3,305% +$22.9M 0.16% 128
2026
Q1
$639K Buy
22,961
+22,431
+4,232% +$636K 0.02% 553
2025
Q4
$14.4K Buy
+530
New +$14.2K ﹤0.01% 2297
2025
Q3
Sell
-65
Closed -$1.61K 3847
2025
Q2
$1.61K Hold
65
﹤0.01% 2638
2025
Q1
$1.54K Buy
+65
New +$1.57K ﹤0.01% 2157
2023
Q4
Sell
-1,200
Closed -$22.4K 1370
2023
Q3
$22.4K Buy
+1,200
New +$23.2K ﹤0.01% 567
2023
Q1
Sell
-279
Closed -$4.97K 1286
2022
Q4
$4.97K Buy
+279
New +$4.94K ﹤0.01% 798
2022
Q2
Sell
-495
Closed -$10K 1185
2022
Q1
$10K Hold
495
﹤0.01% 655
2021
Q4
$10K Buy
+495
New +$9.4K ﹤0.01% 653
2020
Q3
Sell
-645
Closed -$8K 697
2020
Q2
$8K Hold
645
﹤0.01% 553
2020
Q1
$7K Buy
+645
New +$8.4K ﹤0.01% 545

Other funds holding FNDX

Arax Advisory Partners's FNDX Position: Q2 2026 in Review

Arax Advisory Partners increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 3,305% in Q2 2026, buying an estimated $22.9M and bringing the position to 781,859 shares worth $24.3M. The position accounts for 0.16% of the portfolio, ranked #128.

Arax Advisory Partners first reported a position in FNDX in Q1 2020 and has held it in 11 quarters since. 836 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Arax Advisory Partners held 781,859 shares of Schwab Fundamental US Large Company Index ETF worth $24.3M as of Q2 2026.
  • Arax Advisory Partners bought 758,898 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $22.9M.
  • Schwab Fundamental US Large Company Index ETF made up 0.16% of Arax Advisory Partners's portfolio in Q2 2026, its #128 holding.
  • Arax Advisory Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2020 and has held it in 11 quarters since.
  • 836 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.