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Coastwise Capital Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Coastwise Capital Group’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 		$394K Buy
12,657
+48
+0.4% +$1.45K 0.23% 87
2026
Q1 		$351K Buy
12,609
+51
+0.4% +$1.45K 0.2% 95
2025
Q4 		$342K Buy
12,558
+46
+0.4% +$1.23K 0.17% 107
2025
Q3 		$329K Buy
12,512
+43
+0.3% +$1.09K 0.23% 91
2025
Q2 		$306K Buy
12,469
+45
+0.4% +$1.05K 0.24% 89
2025
Q1 		$293K Buy
12,424
+46
+0.4% +$1.11K 0.25% 94
2024
Q4 		$293K Buy
12,378
+2,646
+27% +$64.2K 0.23% 98
2024
Q3 		$233K Buy
9,732
+66
+0.7% +$1.52K 0.19% 116
2024
Q2 		$216K Hold
9,666
– – 0.21% 105
2024
Q1 		$217K Buy
+9,666
New +$205K 0.2% 114

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

Coastwise Capital Group's FNDX Position: Q2 2026 in Review

Coastwise Capital Group increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.38% in Q2 2026, buying an estimated $1.45K and bringing the position to 12,657 shares worth $394K. The position accounts for 0.23% of the portfolio, ranked #87.

Coastwise Capital Group first reported a position in FNDX in Q1 2024 and has held it in 10 quarters since. 192 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Coastwise Capital Group held 12,657 shares of Schwab Fundamental US Large Company Index ETF worth $394K as of Q2 2026.
  • Coastwise Capital Group bought 48 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $1.45K.
  • Schwab Fundamental US Large Company Index ETF made up 0.23% of Coastwise Capital Group's portfolio in Q2 2026, its #87 holding.
  • Coastwise Capital Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2024 and has held it in 10 quarters since.
  • 192 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.