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

Bessemer 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	$24K	Buy	762 +342	+81%	+$10.3K	﹤0.01%	1930
2026 Q1	$12K	Buy	+420	New	+$11.9K	﹤0.01%	2065
2025 Q2	–	Sell	-5,859	Closed	-$138K	–	2477
2025 Q1	$138K	Sell	5,859 -265	-4%	-$6.41K	﹤0.01%	1151
2024 Q4	$145K	Buy	+6,124	New	+$148K	﹤0.01%	1137
2023 Q4	–	Sell	-12,204	Closed	-$228K	–	2197
2023 Q3	$228K	Hold	12,204	–	–	﹤0.01%	994
2023 Q2	$234K	Hold	12,204	–	–	﹤0.01%	1005
2023 Q1	$223K	Hold	12,204	–	–	﹤0.01%	881
2022 Q4	$217K	Hold	12,204	–	–	﹤0.01%	873
2022 Q3	$194K	Hold	12,204	–	–	﹤0.01%	898
2022 Q2	$207K	Hold	12,204	–	–	﹤0.01%	876
2022 Q1	$238K	Hold	12,204	–	–	﹤0.01%	788
2021 Q4	$238K	Buy	+12,204	New	+$232K	﹤0.01%	798
2020 Q2	–	Sell	-11,037	Closed	-$115K	–	1728
2020 Q1	$115K	Buy	+11,037	New	+$144K	﹤0.01%	1096

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

Bessemer Group's FNDX Position: Q2 2026 in Review

Bessemer Group increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 81% in Q2 2026, buying an estimated $10.3K and bringing the position to 762 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1930.

Bessemer Group first reported a position in FNDX in Q1 2020 and has held it in 13 quarters since. The position peaked at $238K in Q1 2022. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Bessemer Group held 762 shares of Schwab Fundamental US Large Company Index ETF worth $24K as of Q2 2026.
Bessemer Group bought 342 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $10.3K.
Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1930 holding.
Bessemer Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2020 and has held it in 13 quarters since.
Bessemer Group's Schwab Fundamental US Large Company Index ETF position peaked at $238K in Q1 2022.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.