Diversified Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.41M Buy
45,475
+7,508
+20% +$227K 0.3% 49
2026
Q1
$1.06M Buy
37,967
+501
+1% +$14.2K 0.18% 122
2025
Q4
$1.02M Buy
+37,466
New +$1M 0.24% 57

Other funds holding FNDX

Diversified Management's FNDX Position: Q2 2026 in Review

Diversified Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 20% in Q2 2026, buying an estimated $227K and bringing the position to 45,475 shares worth $1.41M. The position accounts for 0.3% of the portfolio, ranked #49.

Diversified Management first reported a position in FNDX in Q4 2025 and has held it in 3 quarters since. 832 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Diversified Management held 45,475 shares of Schwab Fundamental US Large Company Index ETF worth $1.41M as of Q2 2026.
  • Diversified Management bought 7,508 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $227K.
  • Schwab Fundamental US Large Company Index ETF made up 0.3% of Diversified Management's portfolio in Q2 2026, its #49 holding.
  • Diversified Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 832 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Diversified Management's 13F filing for Q2 2026, filed 10 Jul 2026.