Brown Advisory’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
$512K Buy
16,465
+7,567
+85% +$228K ﹤0.01% 1132
2026
Q1
$248K Buy
+8,898
New +$252K ﹤0.01% 1273
2025
Q4
Sell
-9,086
Closed -$239K 1416
2025
Q3
$239K Hold
9,086
﹤0.01% 1282
2025
Q2
$223K Sell
9,086
-24,529
-73% -$571K ﹤0.01% 1269
2025
Q1
$794K Buy
33,615
+22,332
+198% +$540K ﹤0.01% 842
2024
Q4
$267K Buy
+11,283
New +$274K ﹤0.01% 1189
2023
Q3
Sell
-11,586
Closed -$222K 1202
2023
Q2
$222K Hold
11,586
﹤0.01% 1089
2023
Q1
$212K Buy
+11,586
New +$213K ﹤0.01% 1117

Other funds holding FNDX

Brown Advisory's FNDX Position: Q2 2026 in Review

Brown Advisory increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 85% in Q2 2026, buying an estimated $228K and bringing the position to 16,465 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Brown Advisory first reported a position in FNDX in Q1 2023 and has held it in 8 quarters since. The position peaked at $794K in Q1 2025. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Brown Advisory held 16,465 shares of Schwab Fundamental US Large Company Index ETF worth $512K as of Q2 2026.
  • Brown Advisory bought 7,567 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $228K.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #1132 holding.
  • Brown Advisory first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2023 and has held it in 8 quarters since.
  • Brown Advisory's Schwab Fundamental US Large Company Index ETF position peaked at $794K in Q1 2025.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.