Brookstone Capital Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$522K Sell
16,779
-1,327
-7% -$40K 0.01% 924
2026
Q1
$504K Sell
18,106
-3,657
-17% -$104K 0.01% 869
2025
Q4
$592K Buy
21,763
+2,678
+14% +$71.7K 0.01% 803
2025
Q3
$502K Buy
19,085
+1,060
+6% +$26.9K 0.01% 814
2025
Q2
$442K Sell
18,025
-3,480
-16% -$81K 0.01% 771
2025
Q1
$508K Buy
21,505
+2,096
+11% +$50.7K 0.01% 711
2024
Q4
$460K Sell
19,409
-166
-0.8% -$4.03K 0.01% 714
2024
Q3
$468K Buy
19,575
+324
+2% +$7.45K 0.01% 704
2024
Q2
$447K Buy
19,251
+648
+3% +$14.3K 0.01% 675
2024
Q1
$418K Buy
18,603
+462
+3% +$9.82K 0.01% 669
2023
Q4
$375K Sell
18,141
-4,227
-19% -$81.3K 0.01% 657
2023
Q3
$414K Buy
22,368
+3,471
+18% +$67.1K 0.01% 617
2023
Q2
$359K Buy
+18,897
New +$349K 0.01% 651

Other funds holding FNDX

Brookstone Capital Management's FNDX Position: Q2 2026 in Review

Brookstone Capital Management reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 7.3% in Q2 2026, selling an estimated $40K and leaving 16,779 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #924.

Brookstone Capital Management first reported a position in FNDX in Q2 2023 and has held it in 13 quarters since. The position peaked at $592K in Q4 2025. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Brookstone Capital Management held 16,779 shares of Schwab Fundamental US Large Company Index ETF worth $522K as of Q2 2026.
  • Brookstone Capital Management sold 1,327 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $40K.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #924 holding.
  • Brookstone Capital Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2023 and has held it in 13 quarters since.
  • Brookstone Capital Management's Schwab Fundamental US Large Company Index ETF position peaked at $592K in Q4 2025.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.