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

Builder 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 Q2	$773K	Sell	24,862 -103	-0.4%	-$3.11K	0.15%	62
2026 Q1	$695K	Sell	24,965 -445	-2%	-$12.6K	0.15%	62
2025 Q4	$691K	Hold	25,410	–	–	0.15%	65
2025 Q3	$668K	Sell	25,410 -177	-0.7%	-$4.49K	0.15%	64
2025 Q2	$628K	Buy	25,587 +140	+0.6%	+$3.26K	0.16%	65
2025 Q1	$601K	Hold	25,447	–	–	0.17%	62
2024 Q4	$603K	Sell	25,447 -137	-0.5%	-$3.32K	0.16%	62
2024 Q3	$612K	Buy	25,584 +96	+0.4%	+$2.21K	0.16%	60
2024 Q2	$569K	Sell	25,488 -525	-2%	-$11.6K	0.16%	62
2024 Q1	$584K	Sell	26,013 -408	-2%	-$8.67K	0.17%	58
2023 Q4	$546K	Hold	26,421	–	–	0.2%	57
2023 Q3	$493K	Hold	26,421	–	–	0.19%	61
2023 Q2	$507K	Buy	26,421 +4,182	+19%	+$77.3K	0.2%	59
2023 Q1	$407K	Hold	22,239	–	–	0.18%	62
2022 Q4	$396K	Buy	+22,239	New	+$393K	0.19%	61

Other funds holding FNDX

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

KHC

Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return

KCPG

Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

RCM

Richardson Capital Management Menomonee Falls, Wisconsin $234M AUM 22.66% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Builder Investment Group's FNDX Position: Q2 2026 in Review

Builder Investment Group reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.41% in Q2 2026, selling an estimated $3.11K and leaving 24,862 shares worth $773K. The position accounts for 0.15% of the portfolio, ranked #62.

Builder Investment Group first reported a position in FNDX in Q4 2022 and has held it in 15 quarters since. 192 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Builder Investment Group held 24,862 shares of Schwab Fundamental US Large Company Index ETF worth $773K as of Q2 2026.
Builder Investment Group sold 103 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $3.11K.
Schwab Fundamental US Large Company Index ETF made up 0.15% of Builder Investment Group's portfolio in Q2 2026, its #62 holding.
Builder Investment Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2022 and has held it in 15 quarters since.
192 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Builder Investment Group's 13F filing for Q2 2026, filed 17 Jul 2026.