Creative Capital Management Investments’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Creative Capital Management Investments’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	–	Sell	-141	Closed	-$3.93K	–	1446
2026 Q1	$3.93K	Buy	+141	New	+$4K	﹤0.01%	248
2023 Q4	–	Sell	-141	Closed	-$2.63K	–	217
2023 Q3	$2.63K	Buy	+141	New	+$2.73K	﹤0.01%	202

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

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

BFA

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

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

SEIA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Creative Capital Management Investments's FNDX Position: Q2 2026 in Review

Creative Capital Management Investments sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026, closing a stake of 141 shares — an estimated $3.93K sold.

Creative Capital Management Investments first reported a position in FNDX in Q3 2023 and held it in 2 quarters. The position peaked at $3.93K in Q1 2026. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Creative Capital Management Investments reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
Creative Capital Management Investments sold 141 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $3.93K.
Creative Capital Management Investments first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2023 and held it in 2 quarters.
Creative Capital Management Investments's Schwab Fundamental US Large Company Index ETF position peaked at $3.93K in Q1 2026.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.