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

Brooklyn Investment 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
Q1 		$251K Buy
+9,014
New +$255K 0.01% 1555
2025
Q4 		– Sell
-10,096
Closed -$247K – 1521
2025
Q3 		$247K Buy
10,096
+842
+9% +$21.4K 0.03% 501
2025
Q2 		$227K Buy
+9,254
New +$215K 0.03% 550

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
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Brooklyn Investment Group's FNDX Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2026: 9,014 shares worth $251K. The stake represents 0.01% of the portfolio and ranks #1555 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in FNDX as recently as Q3 2025.

Brooklyn Investment Group first reported a position in FNDX in Q2 2025 and has held it in 3 quarters since. 785 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Brooklyn Investment Group held 9,014 shares of Schwab Fundamental US Large Company Index ETF worth $251K as of Q1 2026.
  • Schwab Fundamental US Large Company Index ETF was a new Brooklyn Investment Group position in Q1 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1555 holding.
  • Brooklyn Investment Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2025 and has held it in 3 quarters since.
  • 785 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.