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

Bulwark Capital’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 		$1.99M Sell
63,961
-550
-0.9% -$16.6K 1.12% 22
2026
Q1 		$1.8M Sell
64,511
-1,629
-2% -$46.2K 1.11% 23
2025
Q4 		$1.8M Sell
66,140
-18,327
-22% -$490K 1.28% 22
2025
Q3 		$2.22M Sell
84,467
-22,998
-21% -$584K 1.73% 18
2025
Q2 		$2.64M Buy
+107,465
New +$2.5M 2.22% 15

Other funds holding FNDX

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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 22.94% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 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
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return

Bulwark Capital's FNDX Position: Q2 2026 in Review

Bulwark Capital reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.85% in Q2 2026, selling an estimated $16.6K and leaving 63,961 shares worth $1.99M. The position accounts for 1.12% of the portfolio, ranked #22.

Bulwark Capital first reported a position in FNDX in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.64M in Q2 2025. 427 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Bulwark Capital held 63,961 shares of Schwab Fundamental US Large Company Index ETF worth $1.99M as of Q2 2026.
  • Bulwark Capital sold 550 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $16.6K.
  • Schwab Fundamental US Large Company Index ETF made up 1.12% of Bulwark Capital's portfolio in Q2 2026, its #22 holding.
  • Bulwark Capital first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2025 and has held it in 5 quarters since.
  • Bulwark Capital's Schwab Fundamental US Large Company Index ETF position peaked at $2.64M in Q2 2025.
  • 427 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.