CX Institutional’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

CX Institutional’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	$16K	Hold	500	–	–	﹤0.01%	1218
2026 Q1	$14K	Buy	500 +398	+390%	+$11.3K	﹤0.01%	1209
2025 Q4	$3K	Sell	102 -8	-7%	-$214	﹤0.01%	1320
2025 Q3	$3K	Hold	110	–	–	﹤0.01%	1289
2025 Q2	$3K	Hold	110	–	–	﹤0.01%	1127
2025 Q1	$3K	Buy	+110	New	+$2.66K	﹤0.01%	1105

Other funds holding FNDX

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Planned Solutions Folsom, California $348M AUM 23.38% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

IFC & Insurance Marketing Auburn, California $114M AUM

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return