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

Cambridge Investment Research 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	$70.9M	Buy	2,278,635 +103,271	+5%	+$3.12M	0.16%	112
2026 Q1	$60.6M	Buy	2,175,364 +327,418	+18%	+$9.28M	0.16%	117
2025 Q4	$50.3M	Buy	1,847,946 +87,275	+5%	+$2.34M	0.13%	145
2025 Q3	$46.3M	Buy	1,760,671 +63,848	+4%	+$1.62M	0.13%	140
2025 Q2	$41.6M	Sell	1,696,823 -19,007	-1%	-$442K	0.13%	145
2025 Q1	$40.5M	Sell	1,715,830 -99,957	-6%	-$2.42M	0.14%	142
2024 Q4	$43M	Buy	1,815,787 +48,025	+3%	+$1.16M	0.14%	129
2024 Q3	$42.3M	Sell	1,767,762 -51,291	-3%	-$1.18M	0.14%	136
2024 Q2	$40.6M	Buy	1,819,053 +69,348	+4%	+$1.53M	0.15%	123
2024 Q1	$39.3M	Buy	1,749,705 +101,277	+6%	+$2.15M	0.15%	125
2023 Q4	$34M	Sell	1,648,428 -20,985	-1%	-$404K	0.15%	138
2023 Q3	$31.1M	Buy	1,669,413 +83,295	+5%	+$1.61M	0.15%	131
2023 Q2	$30.4M	Buy	1,586,118 +202,611	+15%	+$3.74M	0.14%	146
2023 Q1	$25.3M	Sell	1,383,507 -469,539	-25%	-$8.61M	0.12%	170
2022 Q4	$33M	Buy	1,853,046 +87,477	+5%	+$1.55M	0.17%	116
2022 Q3	$28.1M	Buy	1,765,569 +50,409	+3%	+$890K	0.16%	125
2022 Q2	$29.1M	Buy	1,715,160 +62,904	+4%	+$1.16M	0.16%	133
2022 Q1	$32.2M	Buy	1,652,256 +214,776	+15%	+$4.14M	0.15%	134
2021 Q4	$28.1M	Buy	1,437,480 +949,815	+195%	+$18M	0.13%	173
2021 Q3	$8.77M	Sell	487,665 -46,056	-9%	-$845K	0.04%	398
2021 Q2	$9.73M	Buy	533,721 +104,733	+24%	+$1.89M	0.05%	377
2021 Q1	$7.39M	Buy	428,988 +407,499	+1,896%	+$6.64M	0.04%	423
2020 Q4	$324K	Sell	21,489 -18,144	-46%	-$256K	﹤0.01%	2066
2020 Q3	$512K	Sell	39,633 -17,160	-30%	-$223K	﹤0.01%	1586
2020 Q2	$697K	Sell	56,793 -759,294	-93%	-$8.95M	0.01%	1347
2020 Q1	$8.52M	Sell	816,087 -57,618	-7%	-$751K	0.08%	234
2019 Q4	$12.4M	Buy	873,705 +109,083	+14%	+$1.49M	0.1%	217
2019 Q3	$10.1M	Buy	764,622 +92,904	+14%	+$1.21M	0.09%	233
2019 Q2	$8.76M	Buy	671,718 +21,246	+3%	+$272K	0.08%	246
2019 Q1	$8.23M	Sell	650,472 -65,160	-9%	-$801K	0.08%	245
2018 Q4	$8.11M	Buy	715,632 +42,846	+6%	+$528K	0.09%	214
2018 Q3	$8.9M	Buy	672,786 +3,102	+0.5%	+$40.3K	0.09%	229
2018 Q2	$8.34M	Buy	669,684 +9,552	+1%	+$119K	0.09%	221
2018 Q1	$8M	Sell	660,132 -24,048	-4%	-$303K	0.09%	219
2017 Q4	$8.54M	Buy	684,180 +37,590	+6%	+$454K	0.1%	196
2017 Q3	$7.58M	Buy	646,590 +53,328	+9%	+$610K	0.1%	187
2017 Q2	$6.69M	Buy	593,262 +83,175	+16%	+$935K	0.1%	189
2017 Q1	$5.75M	Sell	510,087 -82,479	-14%	-$919K	0.1%	196
2016 Q4	$6.45M	Buy	592,566 +144,177	+32%	+$1.52M	0.12%	153
2016 Q3	$4.65M	Buy	448,389 +103,527	+30%	+$1.07M	0.09%	219
2016 Q2	$3.48M	Buy	+344,862	New	+$3.43M	0.07%	260

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 Investment Research Advisors's FNDX Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 4.7% in Q2 2026, buying an estimated $3.12M and bringing the position to 2,278,635 shares worth $70.9M. The position accounts for 0.16% of the portfolio, ranked #112.

Cambridge Investment Research Advisors first reported a position in FNDX in Q2 2016 and has held it in 41 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Cambridge Investment Research Advisors held 2,278,635 shares of Schwab Fundamental US Large Company Index ETF worth $70.9M as of Q2 2026.
Cambridge Investment Research Advisors bought 103,271 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $3.12M.
Schwab Fundamental US Large Company Index ETF made up 0.16% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #112 holding.
Cambridge Investment Research Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2016 and has held it in 41 quarters since.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.