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 Q2	$489K	Hold	15,713	–	–	0.31%	92
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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Argyle Capital Partners's FNDX Position: Q2 2026 in Review

Argyle Capital Partners held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 15,713 shares worth $489K. The position accounts for 0.31% of the portfolio, ranked #92.

Argyle Capital Partners first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Argyle Capital Partners held 15,713 shares of Schwab Fundamental US Large Company Index ETF worth $489K as of Q2 2026.
Argyle Capital Partners left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up 0.31% of Argyle Capital Partners's portfolio in Q2 2026, its #92 holding.
Argyle Capital Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Argyle Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.