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

Empirical Wealth Management’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	$3.42M	Buy	110,049 +935	+0.9%	+$28.2K	0.05%	200
2026 Q1	$3.04M	Sell	109,114 -7,407	-6%	-$210K	0.05%	202
2025 Q4	$3.17M	Buy	116,521 +2,391	+2%	+$64K	0.06%	193
2025 Q3	$3M	Buy	114,130 +6,442	+6%	+$164K	0.06%	193
2025 Q2	$2.64M	Buy	107,688 +5,799	+6%	+$135K	0.06%	196
2025 Q1	$2.41M	Buy	101,889 +4,360	+4%	+$105K	0.06%	193
2024 Q4	$2.31M	Buy	97,529 +6,194	+7%	+$150K	0.06%	179
2024 Q3	$2.18M	Buy	91,335 +1,548	+2%	+$35.6K	0.06%	179
2024 Q2	$2M	Sell	89,787 -2,643	-3%	-$58.3K	0.06%	183
2024 Q1	$2.08M	Buy	92,430 +4,902	+6%	+$104K	0.06%	177
2023 Q4	$1.81M	Sell	87,528 -4,905	-5%	-$94.3K	0.06%	179
2023 Q3	$1.72M	Sell	92,433 -19,353	-17%	-$374K	0.07%	172
2023 Q2	$2.15M	Buy	111,786 +10,815	+11%	+$200K	0.09%	151
2023 Q1	$1.85M	Buy	100,971 +12,399	+14%	+$227K	0.08%	150
2022 Q4	$1.58M	Buy	88,572 +14,586	+20%	+$258K	0.07%	155
2022 Q3	$1.18M	Sell	73,986 -29,811	-29%	-$526K	0.06%	185
2022 Q2	$1.76M	Sell	103,797 -4,011	-4%	-$73.8K	0.09%	142
2022 Q1	$2.1M	Buy	107,808 +40,770	+61%	+$786K	0.1%	127
2021 Q4	$1.31M	Buy	67,038 +7,263	+12%	+$138K	0.07%	173
2021 Q3	$1.07M	Buy	59,775 +26,322	+79%	+$483K	0.06%	181
2021 Q2	$610K	Buy	33,453 +10,047	+43%	+$182K	0.04%	263
2021 Q1	$403K	Buy	23,406 +6,954	+42%	+$113K	0.03%	286
2020 Q4	$248K	Sell	16,452 -1,284	-7%	-$18.1K	0.02%	321
2020 Q3	$229K	Sell	17,736 -7,296	-29%	-$94.8K	0.02%	313
2020 Q2	$307K	Buy	25,032 +2,523	+11%	+$29.7K	0.03%	274
2020 Q1	$235K	Sell	22,509 -13,125	-37%	-$171K	0.03%	279
2019 Q4	$507K	Sell	35,634 -24,540	-41%	-$335K	0.06%	188
2019 Q3	$793K	Buy	60,174 +30,897	+106%	+$403K	0.1%	128
2019 Q2	$382K	Buy	29,277 +1,089	+4%	+$14K	0.05%	180
2019 Q1	$357K	Buy	28,188 +6,453	+30%	+$79.3K	0.05%	169
2018 Q4	$246K	Sell	21,735 -6,996	-24%	-$86.3K	0.04%	173
2018 Q3	$380K	Sell	28,731 -18,048	-39%	-$235K	0.07%	142
2018 Q2	$582K	Buy	46,779 +22,170	+90%	+$276K	0.11%	99
2018 Q1	$298K	Buy	+24,609	New	+$310K	0.06%	134

Other funds holding FNDX

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

RWM

Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

TNA

True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Empirical Wealth Management's FNDX Position: Q2 2026 in Review

Empirical Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.86% in Q2 2026, buying an estimated $28.2K and bringing the position to 110,049 shares worth $3.42M. The position accounts for 0.05% of the portfolio, ranked #200.

Empirical Wealth Management first reported a position in FNDX in Q1 2018 and has held it in 34 quarters since. 378 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Empirical Wealth Management held 110,049 shares of Schwab Fundamental US Large Company Index ETF worth $3.42M as of Q2 2026.
Empirical Wealth Management bought 935 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $28.2K.
Schwab Fundamental US Large Company Index ETF made up 0.05% of Empirical Wealth Management's portfolio in Q2 2026, its #200 holding.
Empirical Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2018 and has held it in 34 quarters since.
378 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.