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Creekside Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Creekside Partners’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 		$312K Hold
11,202
– – 0.13% 145
2025
Q4 		$305K Hold
11,202
– – 0.13% 142
2025
Q3 		$295K Hold
11,202
– – 0.13% 141
2025
Q2 		$275K Hold
11,202
– – 0.13% 141
2025
Q1 		$264K Hold
11,202
– – 0.14% 142
2024
Q4 		$265K Hold
11,202
– – 0.14% 140
2024
Q3 		$268K Hold
11,202
– – 0.14% 142
2024
Q2 		$250K Buy
+11,202
New +$247K 0.14% 141

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creekside Partners's FNDX Position: Q1 2026 in Review

Creekside Partners held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q1 2026 at 11,202 shares worth $312K. The position accounts for 0.13% of the portfolio, ranked #145.

Creekside Partners first reported a position in FNDX in Q2 2024 and has held it in 8 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Creekside Partners held 11,202 shares of Schwab Fundamental US Large Company Index ETF worth $312K as of Q1 2026.
  • Creekside Partners left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q1 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.13% of Creekside Partners's portfolio in Q1 2026, its #145 holding.
  • Creekside Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2024 and has held it in 8 quarters since.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Creekside Partners's 13F filing for Q1 2026, filed 22 Apr 2026.