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

CFS 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
Q2 		$493K Sell
15,761
-6,376
-29% -$192K 0.03% 252
2026
Q1 		$651K Sell
22,137
-1,262
-5% -$35.8K 0.04% 230
2025
Q4 		$637K Sell
23,399
-8,374
-26% -$224K 0.05% 219
2025
Q3 		$849K Sell
31,773
-694
-2% -$17.6K 0.06% 193
2025
Q2 		$797K Sell
32,467
-13,027
-29% -$303K 0.07% 190
2025
Q1 		$1.07M Buy
45,494
+27,709
+156% +$670K 0.1% 163
2024
Q4 		$421K Buy
+17,785
New +$431K 0.04% 227

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
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 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

CFS Investment Advisory Services's FNDX Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 29% in Q2 2026, selling an estimated $192K and leaving 15,761 shares worth $493K. The position accounts for 0.03% of the portfolio, ranked #252.

CFS Investment Advisory Services first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q1 2025. 254 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • CFS Investment Advisory Services held 15,761 shares of Schwab Fundamental US Large Company Index ETF worth $493K as of Q2 2026.
  • CFS Investment Advisory Services sold 6,376 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $192K.
  • Schwab Fundamental US Large Company Index ETF made up 0.03% of CFS Investment Advisory Services's portfolio in Q2 2026, its #252 holding.
  • CFS Investment Advisory Services first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
  • CFS Investment Advisory Services's Schwab Fundamental US Large Company Index ETF position peaked at $1.07M in Q1 2025.
  • 254 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.