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
Q2 		$856K Buy
27,531
+1,537
+6% +$46.4K ﹤0.01% 1382
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 $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

Baird Financial Group's FNDX Position: Q2 2026 in Review

Baird Financial Group increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 5.9% in Q2 2026, buying an estimated $46.4K and bringing the position to 27,531 shares worth $856K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Baird Financial Group first reported a position in FNDX in Q4 2021 and has held it in 7 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Baird Financial Group held 27,531 shares of Schwab Fundamental US Large Company Index ETF worth $856K as of Q2 2026.
  • Baird Financial Group bought 1,537 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $46.4K.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1382 holding.
  • Baird Financial Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 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 Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.