Cahill Financial Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Cahill Financial Advisors’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	$19.3M	Buy	619,666 +4,197	+0.7%	+$127K	1.85%	13
2026 Q1	$17.1M	Sell	615,469 -238,383	-28%	-$6.76M	1.86%	14
2025 Q4	$17M	Buy	853,852 +209,444	+33%	+$5.6M	1.86%	15
2025 Q3	$16.9M	Sell	644,408 -14,058	-2%	-$357K	1.93%	16
2025 Q2	$16.2M	Sell	658,466 -599	-0.1%	-$13.9K	2.01%	15
2025 Q1	$15.6M	Sell	659,065 -316,845	-32%	-$7.66M	2.11%	15
2024 Q4	$23.1M	Buy	975,910 +12,847	+1%	+$312K	3.13%	7
2024 Q3	$23M	Sell	963,063 -176,226	-15%	-$4.05M	3.15%	8
2024 Q2	$25.4M	Buy	1,139,289 +24,480	+2%	+$540K	3.48%	4
2024 Q1	$25M	Sell	1,114,809 -35,670	-3%	-$758K	3.42%	4
2023 Q4	$23.8M	Buy	1,150,479 +71,559	+7%	+$1.38M	3.51%	4
2023 Q3	$20.1M	Buy	1,078,920 +56,463	+6%	+$1.09M	3.34%	4
2023 Q2	$19.6M	Buy	1,022,457 +131,802	+15%	+$2.44M	3.17%	4
2023 Q1	$16.3M	Buy	890,655 +88,824	+11%	+$1.63M	2.89%	6
2022 Q4	$14.3M	Buy	801,831 +347,991	+77%	+$6.16M	2.75%	7
2022 Q3	$7.22M	Buy	453,840 +140,571	+45%	+$2.48M	1.52%	17
2022 Q2	$5.32M	Buy	313,269 +66,873	+27%	+$1.23M	1.13%	22
2022 Q1	$4.8M	Buy	246,396 +13,020	+6%	+$251K	0.9%	25
2021 Q4	$4.56M	Buy	233,376 +32,808	+16%	+$623K	0.88%	28
2021 Q3	$3.61M	Buy	200,568 +13,167	+7%	+$242K	0.74%	31
2021 Q2	$3.42M	Buy	187,401 +78,630	+72%	+$1.42M	0.77%	31
2021 Q1	$1.87M	Buy	108,771 +33,870	+45%	+$552K	0.46%	54
2020 Q4	$1.13M	Buy	74,901 +7,293	+11%	+$103K	0.29%	74
2020 Q3	$873K	Buy	67,608 +12,072	+22%	+$157K	0.31%	77
2020 Q2	$682K	Sell	55,536 -33,198	-37%	-$391K	0.26%	86
2020 Q1	$927K	Buy	88,734 +1,830	+2%	+$23.8K	0.43%	60
2019 Q4	$1.24M	Sell	86,904 -1,731	-2%	-$23.6K	0.45%	60
2019 Q3	$1.17M	Sell	88,635 -9,987	-10%	-$130K	0.45%	58
2019 Q2	$1.29M	Buy	98,622 +7,956	+9%	+$102K	0.51%	54
2019 Q1	$1.15M	Buy	90,666 +36,228	+67%	+$445K	0.48%	59
2018 Q4	$617K	Buy	54,438 +6,330	+13%	+$78.1K	0.31%	81
2018 Q3	$637K	Buy	48,108 +6,477	+16%	+$84.2K	0.28%	84
2018 Q2	$519K	Buy	41,631 +336	+0.8%	+$4.18K	0.24%	95
2018 Q1	$501K	Sell	41,295 -10,164	-20%	-$128K	0.24%	96
2017 Q4	$643K	Sell	51,459 -756	-1%	-$9.13K	0.32%	79
2017 Q3	$612K	Buy	52,215 +1,365	+3%	+$15.6K	0.32%	77
2017 Q2	$574K	Buy	50,850 +4,473	+10%	+$50.3K	0.32%	74
2017 Q1	$523K	Buy	46,377 +1,500	+3%	+$16.7K	0.3%	79
2016 Q4	$489K	Buy	44,877 +7,152	+19%	+$75.3K	0.3%	78
2016 Q3	$392K	Buy	37,725 +10,902	+41%	+$113K	0.25%	87
2016 Q2	$271K	Buy	+26,823	New	+$267K	0.19%	102

Other funds holding FNDX

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

SEIA

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWS

Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CST

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

Cahill Financial Advisors's FNDX Position: Q2 2026 in Review

Cahill Financial Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.68% in Q2 2026, buying an estimated $127K and bringing the position to 619,666 shares worth $19.3M. The position accounts for 1.85% of the portfolio, ranked #13.

Cahill Financial Advisors first reported a position in FNDX in Q2 2016 and has held it in 41 quarters since. The position peaked at $25.4M in Q2 2024. 702 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Cahill Financial Advisors held 619,666 shares of Schwab Fundamental US Large Company Index ETF worth $19.3M as of Q2 2026.
Cahill Financial Advisors bought 4,197 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $127K.
Schwab Fundamental US Large Company Index ETF made up 1.85% of Cahill Financial Advisors's portfolio in Q2 2026, its #13 holding.
Cahill Financial Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2016 and has held it in 41 quarters since.
Cahill Financial Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $25.4M in Q2 2024.
702 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.