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

Cambridge 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	$3.96M	Sell	127,243 -4,094	-3%	-$124K	0.68%	25
2026 Q1	$3.66M	Buy	131,337 +1,228	+0.9%	+$34.8K	0.71%	25
2025 Q4	$3.54M	Sell	130,109 -191	-0.1%	-$5.11K	0.67%	27
2025 Q3	$3.43M	Sell	130,300 -113	-0.1%	-$2.87K	0.67%	26
2025 Q2	$3.2M	Buy	130,413 +907	+0.7%	+$21.1K	0.67%	24
2025 Q1	$3.06M	Sell	129,506 -2,892	-2%	-$69.9K	0.67%	25
2024 Q4	$3.14M	Buy	132,398 +1,391	+1%	+$33.7K	0.7%	26
2024 Q3	$3.13M	Sell	131,007 -189	-0.1%	-$4.35K	0.68%	25
2024 Q2	$2.93M	Buy	131,196 +9,072	+7%	+$200K	0.68%	24
2024 Q1	$2.74M	Buy	122,124 +1,299	+1%	+$27.6K	0.65%	27
2023 Q4	$2.49M	Sell	120,825 -2,613	-2%	-$50.3K	0.63%	28
2023 Q3	$2.3M	Buy	123,438 +1,758	+1%	+$34K	0.62%	28
2023 Q2	$2.34M	Buy	121,680 +9	+0%	+$166	0.6%	28
2023 Q1	$2.23M	Buy	121,671 +609	+0.5%	+$11.2K	0.57%	28
2022 Q4	$2.16M	Buy	121,062 +2,892	+2%	+$51.2K	0.58%	28
2022 Q3	$1.88M	Buy	118,170 +1,005	+0.9%	+$17.7K	0.54%	28
2022 Q2	$1.99M	Buy	117,165 +4,830	+4%	+$88.9K	0.54%	28
2022 Q1	$2.19M	Buy	112,335 +19,665	+21%	+$379K	0.52%	27
2021 Q4	$1.81M	Buy	92,670 +15,864	+21%	+$301K	0.41%	35
2021 Q3	$1.38M	Buy	76,806 +4,506	+6%	+$82.7K	0.34%	49
2021 Q2	$1.32M	Buy	72,300 +4,101	+6%	+$74.2K	0.32%	55
2021 Q1	$1.18M	Buy	68,199 +90	+0.1%	+$1.47K	0.3%	61
2020 Q4	$1.03M	Sell	68,109 -3,954	-5%	-$55.8K	0.28%	67
2020 Q3	$930K	Sell	72,063 -1,245	-2%	-$16.2K	0.27%	64
2020 Q2	$900K	Sell	73,308 -3,624	-5%	-$42.7K	0.28%	62
2020 Q1	$803K	Buy	76,932 +831	+1%	+$10.8K	0.29%	59
2019 Q4	$1.08M	Buy	76,101 +2,613	+4%	+$35.7K	0.33%	54
2019 Q3	$969K	Buy	73,488 +1,221	+2%	+$15.9K	0.32%	54
2019 Q2	$942K	Buy	72,267 +17,304	+31%	+$222K	0.31%	57
2019 Q1	$695K	Sell	54,963 -10,668	-16%	-$131K	0.24%	76
2018 Q4	$743K	Buy	65,631 +7,467	+13%	+$92.1K	0.28%	65
2018 Q3	$769K	Buy	58,164 +13,596	+31%	+$177K	0.26%	71
2018 Q2	$555K	Buy	44,568 +3,072	+7%	+$38.2K	0.2%	84
2018 Q1	$503K	Buy	41,496 +7,545	+22%	+$94.9K	0.18%	89
2017 Q4	$424K	Buy	33,951 +7,953	+31%	+$96K	0.15%	95
2017 Q3	$305K	Buy	25,998 +5,850	+29%	+$66.9K	0.12%	115
2017 Q2	$227K	Sell	20,148 -5,127	-20%	-$57.7K	0.09%	123
2017 Q1	$285K	Buy	25,275 +3,501	+16%	+$39K	0.12%	111
2016 Q4	$237K	Buy	+21,774	New	+$229K	0.1%	118

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

Cambridge Advisors's FNDX Position: Q2 2026 in Review

Cambridge Advisors reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 3.1% in Q2 2026, selling an estimated $124K and leaving 127,243 shares worth $3.96M. The position accounts for 0.68% of the portfolio, ranked #25.

Cambridge Advisors first reported a position in FNDX in Q4 2016 and has held it in 39 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Cambridge Advisors held 127,243 shares of Schwab Fundamental US Large Company Index ETF worth $3.96M as of Q2 2026.
Cambridge Advisors sold 4,094 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $124K.
Schwab Fundamental US Large Company Index ETF made up 0.68% of Cambridge Advisors's portfolio in Q2 2026, its #25 holding.
Cambridge Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2016 and has held it in 39 quarters since.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.