Financial Gravity Companies’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
$6.53K Buy
+210
New +$6.34K ﹤0.01% 647
2025
Q2
$12K Buy
+490
New +$11.4K ﹤0.01% 543
2024
Q4
$4.97K Hold
210
– – ﹤0.01% 679
2024
Q3
$5.02K Buy
+210
New +$4.83K ﹤0.01% 432

Other funds holding FNDX

Financial Gravity Companies's FNDX Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 210 shares worth $6.53K. The stake represents ﹤0.01% of the portfolio and ranks #647 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FNDX as recently as Q2 2025.

Financial Gravity Companies first reported a position in FNDX in Q3 2024 and has held it in 4 quarters since. The position peaked at $12K in Q2 2025. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Financial Gravity Companies held 210 shares of Schwab Fundamental US Large Company Index ETF worth $6.53K as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new Financial Gravity Companies position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #647 holding.
  • Financial Gravity Companies first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2024 and has held it in 4 quarters since.
  • Financial Gravity Companies's Schwab Fundamental US Large Company Index ETF position peaked at $12K in Q2 2025.
  • 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.