Baird Financial Group
FNDX icon

Baird Financial Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Baird Financial Group’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 		$724K Buy
25,994
+2,341
+10% +$66.3K ﹤0.01% 1362
2025
Q4 		$644K Buy
23,653
+1,804
+8% +$48.3K ﹤0.01% 1389
2025
Q3 		$575K Sell
21,849
-5,070
-19% -$129K ﹤0.01% 1425
2025
Q2 		$661K Buy
26,919
+645
+2% +$15K ﹤0.01% 1334
2025
Q1 		$620K Buy
+26,274
New +$635K ﹤0.01% 1323
2022
Q1 		– Sell
-14,379
Closed -$281K – 1857
2021
Q4 		$281K Buy
+14,379
New +$273K ﹤0.01% 1704

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

Baird Financial Group's FNDX Position: Q1 2026 in Review

Baird Financial Group increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 9.9% in Q1 2026, buying an estimated $66.3K and bringing the position to 25,994 shares worth $724K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Baird Financial Group first reported a position in FNDX in Q4 2021 and has held it in 6 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Baird Financial Group held 25,994 shares of Schwab Fundamental US Large Company Index ETF worth $724K as of Q1 2026.
  • Baird Financial Group bought 2,341 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $66.3K.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1362 holding.
  • Baird Financial Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and has held it in 6 quarters since.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.