Blueprint Investment Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Blueprint Investment Partners’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	$5.23M	Buy	168,153 +1,334	+0.8%	+$40.3K	0.44%	45
2026 Q1	$4.65M	Buy	166,819 +35,866	+27%	+$1.02M	0.47%	39
2025 Q4	$3.56M	Sell	130,953 -63,624	-33%	-$1.7M	0.38%	50
2025 Q3	$5.12M	Buy	194,577 +43,090	+28%	+$1.09M	0.72%	36
2025 Q2	$3.72M	Buy	+151,487	New	+$3.52M	0.66%	41

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

Blueprint Investment Partners's FNDX Position: Q2 2026 in Review

Blueprint Investment Partners increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.8% in Q2 2026, buying an estimated $40.3K and bringing the position to 168,153 shares worth $5.23M. The position accounts for 0.44% of the portfolio, ranked #45.

Blueprint Investment Partners first reported a position in FNDX in Q2 2025 and has held it in 5 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Blueprint Investment Partners held 168,153 shares of Schwab Fundamental US Large Company Index ETF worth $5.23M as of Q2 2026.
Blueprint Investment Partners bought 1,334 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $40.3K.
Schwab Fundamental US Large Company Index ETF made up 0.44% of Blueprint Investment Partners's portfolio in Q2 2026, its #45 holding.
Blueprint Investment Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2025 and has held it in 5 quarters since.
839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Blueprint Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.