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Cutler Investment Counsel’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Cutler Investment Counsel’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 		$3.49M Buy
112,177
+36,233
+48% +$1.09M 0.33% 63
2026
Q1 		$2.12M Buy
75,944
+41,058
+118% +$1.16M 0.22% 74
2025
Q4 		$949K Buy
+34,886
New +$933K 0.1% 87

Other funds holding FNDX

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 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
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Cutler Investment Counsel's FNDX Position: Q2 2026 in Review

Cutler Investment Counsel increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 48% in Q2 2026, buying an estimated $1.09M and bringing the position to 112,177 shares worth $3.49M. The position accounts for 0.33% of the portfolio, ranked #63.

Cutler Investment Counsel first reported a position in FNDX in Q4 2025 and has held it in 3 quarters since. 413 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Cutler Investment Counsel held 112,177 shares of Schwab Fundamental US Large Company Index ETF worth $3.49M as of Q2 2026.
  • Cutler Investment Counsel bought 36,233 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $1.09M.
  • Schwab Fundamental US Large Company Index ETF made up 0.33% of Cutler Investment Counsel's portfolio in Q2 2026, its #63 holding.
  • Cutler Investment Counsel first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 413 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.