Collective Family Office’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Collective Family Office's FNDX Position: Q2 2026 in Review

Collective Family Office increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 7.6% in Q2 2026, buying an estimated $836K and bringing the position to 392,961 shares worth $12.2M. The position accounts for 2.5% of the portfolio, ranked #12.

Collective Family Office first reported a position in FNDX in Q4 2021 and has held it in 19 quarters since. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

• Collective Family Office held 392,961 shares of Schwab Fundamental US Large Company Index ETF worth $12.2M as of Q2 2026.
• Collective Family Office bought 27,714 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $836K.
• Schwab Fundamental US Large Company Index ETF made up 2.5% of Collective Family Office's portfolio in Q2 2026, its #12 holding.
• Collective Family Office first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and has held it in 19 quarters since.
• 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.