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Arvest Investments’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Arvest Investments’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 		$466 Hold
15
– – ﹤0.01% 218
2026
Q1 		$417 Hold
15
– – ﹤0.01% 198
2025
Q4 		$408 Hold
15
– – ﹤0.01% 189
2025
Q3 		$394 Hold
15
– – ﹤0.01% 182
2025
Q2 		$368 Hold
15
– – ﹤0.01% 175
2025
Q1 		$354 Hold
15
– – ﹤0.01% 160
2024
Q4 		$355 Hold
15
– – ﹤0.01% 163
2024
Q3 		$358 Sell
15
-228
-94% -$5.25K ﹤0.01% 159
2024
Q2 		$5.42K Hold
243
– – ﹤0.01% 151
2024
Q1 		$5.46K Hold
243
– – ﹤0.01% 146
2023
Q4 		$5.02K Buy
+243
New +$4.67K ﹤0.01% 147

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ML
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
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Arvest Investments's FNDX Position: Q2 2026 in Review

Arvest Investments held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 15 shares worth $466. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Arvest Investments first reported a position in FNDX in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.46K in Q1 2024. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Arvest Investments held 15 shares of Schwab Fundamental US Large Company Index ETF worth $466 as of Q2 2026.
  • Arvest Investments left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Arvest Investments's portfolio in Q2 2026, its #218 holding.
  • Arvest Investments first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 11 quarters since.
  • Arvest Investments's Schwab Fundamental US Large Company Index ETF position peaked at $5.46K in Q1 2024.
  • 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.