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Beacon Capital Management Inc (Ohio)’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Beacon Capital Management Inc (Ohio)’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 		– Sell
-5,311
Closed -$148K – 134
2026
Q1 		$148K Buy
+5,311
New +$151K 0.01% 59

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Beacon Capital Management Inc (Ohio)'s FNDX Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026, closing a stake of 5,311 shares — an estimated $148K sold.

Beacon Capital Management Inc (Ohio) first reported a position in FNDX in Q1 2026 and held it in 1 quarter. The position peaked at $148K in Q1 2026. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Beacon Capital Management Inc (Ohio) reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 5,311 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $148K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2026 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s Schwab Fundamental US Large Company Index ETF position peaked at $148K in Q1 2026.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.