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Brighton Jones LLC’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Brighton Jones LLC’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 		$391K Sell
12,574
-850
-6% -$25.7K 0.01% 914
2026
Q1 		$374K Buy
+13,424
New +$380K 0.01% 818
2025
Q4 		– Sell
-7,887
Closed -$207K – 380
2025
Q3 		$207K Sell
7,887
-902
-10% -$22.9K 0.01% 949
2025
Q2 		$216K Buy
+8,789
New +$204K 0.01% 845
2024
Q1 		– Sell
-9,828
Closed -$203K – 637
2023
Q4 		$203K Buy
+9,828
New +$189K 0.01% 543
2022
Q4 		– Sell
-15,711
Closed -$250K – 493
2022
Q3 		$250K Buy
15,711
+882
+6% +$15.6K 0.01% 369
2022
Q2 		$252K Buy
14,829
+72
+0.5% +$1.32K 0.01% 365
2022
Q1 		$288K Buy
14,757
+48
+0.3% +$925 0.01% 370
2021
Q4 		$287K Buy
14,709
+69
+0.5% +$1.31K 0.01% 384
2021
Q3 		$263K Sell
14,640
-636
-4% -$11.7K 0.01% 387
2021
Q2 		$279K Buy
+15,276
New +$276K 0.01% 365

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

Brighton Jones LLC's FNDX Position: Q2 2026 in Review

Brighton Jones LLC reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 6.3% in Q2 2026, selling an estimated $25.7K and leaving 12,574 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #914.

Brighton Jones LLC first reported a position in FNDX in Q2 2021 and has held it in 11 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Brighton Jones LLC held 12,574 shares of Schwab Fundamental US Large Company Index ETF worth $391K as of Q2 2026.
  • Brighton Jones LLC sold 850 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $25.7K.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #914 holding.
  • Brighton Jones LLC first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2021 and has held it in 11 quarters since.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.