Caitlin John’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Caitlin John’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	$185K	Hold	5,961	–	–	0.1%	212
2026 Q1	$166K	Hold	5,961	–	–	0.1%	185
2025 Q4	$162K	Hold	5,961	–	–	0.11%	198
2025 Q3	$157K	Buy	+5,961	New	+$151K	0.11%	150
2025 Q1	–	Sell	-5,961	Closed	-$141K	–	351
2024 Q4	$141K	Sell	5,961 -11,922	-67%	-$289K	0.09%	153
2024 Q3	$147K	Buy	17,883 +11,922	+200%	+$274K	0.09%	153
2024 Q2	$133K	Hold	5,961	–	–	0.1%	145
2024 Q1	$134K	Hold	5,961	–	–	0.1%	138
2023 Q4	$123K	Buy	+5,961	New	+$115K	0.1%	134

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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 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

Caitlin John's FNDX Position: Q2 2026 in Review

Caitlin John held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 5,961 shares worth $185K. The position accounts for 0.1% of the portfolio, ranked #212.

Caitlin John first reported a position in FNDX in Q4 2023 and has held it in 9 quarters since. 836 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Caitlin John held 5,961 shares of Schwab Fundamental US Large Company Index ETF worth $185K as of Q2 2026.
Caitlin John left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up 0.1% of Caitlin John's portfolio in Q2 2026, its #212 holding.
Caitlin John first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 9 quarters since.
836 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.