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Burford Brothers’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Burford Brothers’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 		$455K Buy
14,627
+53
+0.4% +$1.6K 0.17% 116
2026
Q1 		$406K Buy
14,574
+56
+0.4% +$1.59K 0.17% 115
2025
Q4 		$395K Buy
14,518
+65
+0.4% +$1.74K 0.16% 117
2025
Q3 		$380K Buy
14,453
+107
+0.7% +$2.72K 0.16% 117
2025
Q2 		$352K Buy
14,346
+59
+0.4% +$1.37K 0.16% 120
2025
Q1 		$337K Buy
14,287
+64
+0.4% +$1.55K 0.16% 118
2024
Q4 		$337K Buy
14,223
+66
+0.5% +$1.6K 0.17% 120
2024
Q3 		$339K Buy
14,157
+126
+0.9% +$2.9K 0.18% 117
2024
Q2 		$313K Hold
14,031
– – 0.18% 116
2024
Q1 		$315K Buy
14,031
+60
+0.4% +$1.28K 0.21% 120
2023
Q4 		$288K Buy
+13,971
New +$269K 0.2% 119

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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 22.96% 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

Burford Brothers's FNDX Position: Q2 2026 in Review

Burford Brothers increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.36% in Q2 2026, buying an estimated $1.6K and bringing the position to 14,627 shares worth $455K. The position accounts for 0.17% of the portfolio, ranked #116.

Burford Brothers first reported a position in FNDX in Q4 2023 and has held it in 11 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Burford Brothers held 14,627 shares of Schwab Fundamental US Large Company Index ETF worth $455K as of Q2 2026.
  • Burford Brothers bought 53 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $1.6K.
  • Schwab Fundamental US Large Company Index ETF made up 0.17% of Burford Brothers's portfolio in Q2 2026, its #116 holding.
  • Burford Brothers first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.