Cary Street Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Cary Street Partners’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	$585K	Buy	+18,817	New	+$568K	0.01%	619

Other funds holding FNDX

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

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

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Richardson Capital Management Menomonee Falls, Wisconsin $234M AUM 22.66% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Cary Street Partners's FNDX Position: Q2 2026 in Review

Cary Street Partners opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 18,817 shares worth $585K. The stake represents 0.01% of the portfolio and ranks #619 among its holdings.

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

Cary Street Partners held 18,817 shares of Schwab Fundamental US Large Company Index ETF worth $585K as of Q2 2026.
Schwab Fundamental US Large Company Index ETF was a new Cary Street Partners position in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #619 holding.
146 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.