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Cardinal Point Capital Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Cardinal Point Capital Management’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 		$206K Buy
+6,637
New +$200K 0.01% 288

Other funds holding FNDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
RCM
Richardson Capital Management Menomonee Falls, Wisconsin $234M AUM 22.66% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Cardinal Point Capital Management's FNDX Position: Q2 2026 in Review

Cardinal Point Capital Management opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 6,637 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #288 among its holdings.

202 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Cardinal Point Capital Management held 6,637 shares of Schwab Fundamental US Large Company Index ETF worth $206K as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new Cardinal Point Capital Management position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Cardinal Point Capital Management's portfolio in Q2 2026, its #288 holding.
  • 202 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.