CBIZ Investment Advisory Services’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

CBIZ Investment Advisory Services’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 Q1	–	Sell	-4,362	Closed	-$119K	–	548
2025 Q4	$119K	Hold	4,362	–	–	﹤0.01%	78
2025 Q3	$115K	Hold	4,362	–	–	﹤0.01%	73
2025 Q2	$107K	Hold	4,362	–	–	﹤0.01%	75
2025 Q1	$103K	Hold	4,362	–	–	0.01%	76
2024 Q4	$103K	Hold	4,362	–	–	0.01%	71
2024 Q3	$104K	Hold	4,362	–	–	0.01%	69
2024 Q2	$97.8K	Buy	+4,362	New	+$96.2K	0.01%	69

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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

SEIA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

CBIZ Investment Advisory Services's FNDX Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2026, closing a stake of 4,362 shares — an estimated $119K sold.

CBIZ Investment Advisory Services first reported a position in FNDX in Q2 2024 and held it in 7 quarters. The position peaked at $119K in Q4 2025. 785 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

CBIZ Investment Advisory Services reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2026 after selling out during the quarter.
CBIZ Investment Advisory Services sold 4,362 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $119K.
CBIZ Investment Advisory Services first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2024 and held it in 7 quarters.
CBIZ Investment Advisory Services's Schwab Fundamental US Large Company Index ETF position peaked at $119K in Q4 2025.
785 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.