ACP
FNDX icon

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

Argyle Capital 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
Q1 		$438K Sell
15,713
-1,758
-10% -$49.8K 0.32% 93
2025
Q4 		$475K Hold
17,471
– – 0.35% 89
2025
Q3 		$459K Hold
17,471
– – 0.33% 90
2025
Q2 		$429K Hold
17,471
– – 0.35% 81
2025
Q1 		$412K Sell
17,471
-85
-0.5% -$2.06K 0.35% 81
2024
Q4 		$416K Buy
+17,556
New +$426K 0.36% 83

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Argyle Capital Partners's FNDX Position: Q1 2026 in Review

Argyle Capital Partners reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 10% in Q1 2026, selling an estimated $49.8K and leaving 15,713 shares worth $438K. The position accounts for 0.32% of the portfolio, ranked #93.

Argyle Capital Partners first reported a position in FNDX in Q4 2024 and has held it in 6 quarters since. The position peaked at $475K in Q4 2025. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Argyle Capital Partners held 15,713 shares of Schwab Fundamental US Large Company Index ETF worth $438K as of Q1 2026.
  • Argyle Capital Partners sold 1,758 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $49.8K.
  • Schwab Fundamental US Large Company Index ETF made up 0.32% of Argyle Capital Partners's portfolio in Q1 2026, its #93 holding.
  • Argyle Capital Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 6 quarters since.
  • Argyle Capital Partners's Schwab Fundamental US Large Company Index ETF position peaked at $475K in Q4 2025.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Argyle Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.