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Dahring Cusmano’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Dahring Cusmano’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 		$619K Sell
19,905
-317
-2% -$9.57K 0.33% 37
2026
Q1 		$563K Sell
20,222
-209
-1% -$5.92K 0.35% 36
2025
Q4 		$556K Sell
20,431
-212
-1% -$5.67K 0.39% 29
2025
Q3 		$543K Sell
20,643
-1,105
-5% -$28.1K 0.39% 26
2025
Q2 		$534K Buy
21,748
+132
+0.6% +$3.07K 0.42% 26
2025
Q1 		$510K Buy
21,616
+1,957
+10% +$47.3K 0.44% 25
2024
Q4 		$466K Buy
+19,659
New +$477K 0.42% 28

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ML
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
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Dahring Cusmano's FNDX Position: Q2 2026 in Review

Dahring Cusmano reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.6% in Q2 2026, selling an estimated $9.57K and leaving 19,905 shares worth $619K. The position accounts for 0.33% of the portfolio, ranked #37.

Dahring Cusmano first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Dahring Cusmano held 19,905 shares of Schwab Fundamental US Large Company Index ETF worth $619K as of Q2 2026.
  • Dahring Cusmano sold 317 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $9.57K.
  • Schwab Fundamental US Large Company Index ETF made up 0.33% of Dahring Cusmano's portfolio in Q2 2026, its #37 holding.
  • Dahring Cusmano first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Dahring Cusmano's 13F filing for Q2 2026, filed 28 Jul 2026.