Curtis Advisory Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
Other funds holding FNDX
ML
BFA
SEIA
SCM
Curtis Advisory Group's FNDX Position: Q2 2026 in Review
Curtis Advisory Group increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 698% in Q2 2026, buying an estimated $2.15M and bringing the position to 81,603 shares worth $2.54M. The position accounts for 0.49% of the portfolio, ranked #45.
Curtis Advisory Group first reported a position in FNDX in Q2 2022 and has held it in 17 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.
- Curtis Advisory Group held 81,603 shares of Schwab Fundamental US Large Company Index ETF worth $2.54M as of Q2 2026.
- Curtis Advisory Group bought 71,378 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $2.15M.
- Schwab Fundamental US Large Company Index ETF made up 0.49% of Curtis Advisory Group's portfolio in Q2 2026, its #45 holding.
- Curtis Advisory Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2022 and has held it in 17 quarters since.
- 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.
Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.