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DHJJ Financial Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

DHJJ Financial Advisors’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 		$278K Buy
9,989
+2
+0% +$57 0.09% 163
2025
Q4 		$272K Buy
9,987
+5
+0.1% +$134 0.09% 161
2025
Q3 		$263K Buy
9,982
+5
+0.1% +$127 0.09% 155
2025
Q2 		$245K Sell
9,977
-795
-7% -$18.5K 0.09% 154
2025
Q1 		$254K Buy
10,772
+205
+2% +$4.96K 0.1% 138
2024
Q4 		$250K Sell
10,567
-905
-8% -$21.9K 0.1% 143
2024
Q3 		$274K Buy
11,472
+54
+0.5% +$1.24K 0.11% 129
2024
Q2 		$255K Hold
11,418
– – 0.11% 131
2024
Q1 		$256K Sell
11,418
-129
-1% -$2.74K 0.11% 125
2023
Q4 		$238K Sell
11,547
-744
-6% -$14.3K 0.11% 124
2023
Q3 		$229K Sell
12,291
-21
-0.2% -$406 0.12% 120
2023
Q2 		$236K Sell
12,312
-804
-6% -$14.9K 0.12% 124
2023
Q1 		$240K Buy
13,116
+9
+0.1% +$165 0.13% 124
2022
Q4 		$233K Buy
13,107
+12
+0.1% +$212 0.13% 125
2022
Q3 		$208K Buy
13,095
+9
+0.1% +$159 0.12% 124
2022
Q2 		$222K Buy
13,086
+42
+0.3% +$773 0.12% 123
2022
Q1 		$255K Buy
13,044
+111
+0.9% +$2.14K 0.12% 117
2021
Q4 		$253K Buy
12,933
+9
+0.1% +$171 0.12% 119
2021
Q3 		$232K Sell
12,924
-57
-0.4% -$1.05K 0.12% 114
2021
Q2 		$237K Sell
12,981
-129
-1% -$2.33K 0.13% 106
2021
Q1 		$223K Buy
+13,110
New +$214K 0.13% 101

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

DHJJ Financial Advisors's FNDX Position: Q1 2026 in Review

DHJJ Financial Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.02% in Q1 2026, buying an estimated $57 and bringing the position to 9,989 shares worth $278K. The position accounts for 0.09% of the portfolio, ranked #163.

DHJJ Financial Advisors first reported a position in FNDX in Q1 2021 and has held it in 21 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • DHJJ Financial Advisors held 9,989 shares of Schwab Fundamental US Large Company Index ETF worth $278K as of Q1 2026.
  • DHJJ Financial Advisors bought 2 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $57.
  • Schwab Fundamental US Large Company Index ETF made up 0.09% of DHJJ Financial Advisors's portfolio in Q1 2026, its #163 holding.
  • DHJJ Financial Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2021 and has held it in 21 quarters since.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.