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Brio Consultants’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Brio Consultants’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 		$253K Buy
8,125
+748
+10% +$22.6K 0.03% 133
2026
Q1 		$223K Buy
+7,377
New +$209K 0.03% 138
2025
Q4 		– Sell
-8,040
Closed -$211K – 148
2025
Q3 		$211K Buy
+8,040
New +$204K 0.03% 134

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

Brio Consultants's FNDX Position: Q2 2026 in Review

Brio Consultants increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 10% in Q2 2026, buying an estimated $22.6K and bringing the position to 8,125 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #133.

Brio Consultants first reported a position in FNDX in Q3 2025 and has held it in 3 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Brio Consultants held 8,125 shares of Schwab Fundamental US Large Company Index ETF worth $253K as of Q2 2026.
  • Brio Consultants bought 748 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $22.6K.
  • Schwab Fundamental US Large Company Index ETF made up 0.03% of Brio Consultants's portfolio in Q2 2026, its #133 holding.
  • Brio Consultants first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2025 and has held it in 3 quarters since.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.