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

Empirical Asset Management's FNDX Position: Q1 2026 in Review

Empirical Asset Management reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.3% in Q1 2026, selling an estimated $1.19K and leaving 14,167 shares worth $395K. The position accounts for 0.1% of the portfolio, ranked #250.

Empirical Asset Management first reported a position in FNDX in Q4 2021 and has held it in 14 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

• Empirical Asset Management held 14,167 shares of Schwab Fundamental US Large Company Index ETF worth $395K as of Q1 2026.
• Empirical Asset Management sold 42 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $1.19K.
• Schwab Fundamental US Large Company Index ETF made up 0.1% of Empirical Asset Management's portfolio in Q1 2026, its #250 holding.
• Empirical Asset Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and has held it in 14 quarters since.
• 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.