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Essential Investment Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Essential Investment Partners’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 		$787K Buy
25,309
+2,350
+10% +$70.9K 0.63% 42
2026
Q1 		$639K Buy
22,959
+375
+2% +$10.6K 0.59% 48
2025
Q4 		$615K Buy
+22,584
New +$604K 0.58% 51

Other funds holding FNDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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
LF
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Essential Investment Partners's FNDX Position: Q2 2026 in Review

Essential Investment Partners increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 10% in Q2 2026, buying an estimated $70.9K and bringing the position to 25,309 shares worth $787K. The position accounts for 0.63% of the portfolio, ranked #42.

Essential Investment Partners first reported a position in FNDX in Q4 2025 and has held it in 3 quarters since. 213 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Essential Investment Partners held 25,309 shares of Schwab Fundamental US Large Company Index ETF worth $787K as of Q2 2026.
  • Essential Investment Partners bought 2,350 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $70.9K.
  • Schwab Fundamental US Large Company Index ETF made up 0.63% of Essential Investment Partners's portfolio in Q2 2026, its #42 holding.
  • Essential Investment Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 213 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.