Bedel Financial Consulting’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Bedel Financial Consulting’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	$1.12M	Buy	36,040 +45	+0.1%	+$1.36K	0.11%	102
2026 Q1	$1M	Buy	35,995 +23,245	+182%	+$659K	0.11%	102
2025 Q4	$347K	Buy	+12,750	New	+$341K	0.04%	202
2021 Q3	–	Sell	-285	Closed	-$5K	–	1000
2021 Q2	$5K	Sell	285 -2,100	-88%	-$38K	﹤0.01%	768
2021 Q1	$41K	Hold	2,385	–	–	0.02%	389
2020 Q4	$36K	Hold	2,385	–	–	0.02%	363
2020 Q3	$31K	Hold	2,385	–	–	0.02%	361
2020 Q2	$29K	Buy	2,385 +285	+14%	+$3.36K	0.02%	351
2020 Q1	$22K	Hold	2,100	–	–	0.01%	379
2019 Q4	$30K	Hold	2,100	–	–	0.02%	361
2019 Q3	$28K	Hold	2,100	–	–	0.02%	361
2019 Q2	$27K	Hold	2,100	–	–	0.02%	359
2019 Q1	$27K	Hold	2,100	–	–	0.02%	353
2018 Q4	$24K	Hold	2,100	–	–	0.02%	343
2018 Q3	$26K	Hold	2,100	–	–	0.02%	352
2018 Q2	$26K	Hold	2,100	–	–	0.02%	344
2018 Q1	$25K	Buy	+2,100	New	+$26.4K	0.02%	354

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

Bedel Financial Consulting's FNDX Position: Q2 2026 in Review

Bedel Financial Consulting increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.13% in Q2 2026, buying an estimated $1.36K and bringing the position to 36,040 shares worth $1.12M. The position accounts for 0.11% of the portfolio, ranked #102.

Bedel Financial Consulting first reported a position in FNDX in Q1 2018 and has held it in 17 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Bedel Financial Consulting held 36,040 shares of Schwab Fundamental US Large Company Index ETF worth $1.12M as of Q2 2026.
Bedel Financial Consulting bought 45 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $1.36K.
Schwab Fundamental US Large Company Index ETF made up 0.11% of Bedel Financial Consulting's portfolio in Q2 2026, its #102 holding.
Bedel Financial Consulting first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2018 and has held it in 17 quarters since.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.