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

Diversified Portfolios Inc’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 		$227K Hold
8,154
– – 0.02% 166
2025
Q4 		$222K Hold
8,154
– – 0.02% 175
2025
Q3 		$214K Hold
8,154
– – 0.02% 161
2025
Q2 		$200K Buy
+8,154
New +$190K 0.02% 160

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 $30.4B AUM 27.51% 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 $2.72B AUM 21.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Diversified Portfolios Inc's FNDX Position: Q1 2026 in Review

Diversified Portfolios Inc held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q1 2026 at 8,154 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #166.

Diversified Portfolios Inc first reported a position in FNDX in Q2 2025 and has held it in 4 quarters since. 777 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Diversified Portfolios Inc held 8,154 shares of Schwab Fundamental US Large Company Index ETF worth $227K as of Q1 2026.
  • Diversified Portfolios Inc left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q1 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.02% of Diversified Portfolios Inc's portfolio in Q1 2026, its #166 holding.
  • Diversified Portfolios Inc first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2025 and has held it in 4 quarters since.
  • 777 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.