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Financial Planning Hawaii’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Financial Planning Hawaii’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 		$1.5M Buy
48,296
+4,749
+11% +$143K 0.81% 35
2026
Q1 		$1.21M Buy
43,547
+731
+2% +$20.7K 0.72% 41
2025
Q4 		$1.17M Buy
+42,816
New +$1.15M 0.67% 39

Other funds holding FNDX

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Financial Planning Hawaii's FNDX Position: Q2 2026 in Review

Financial Planning Hawaii increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 11% in Q2 2026, buying an estimated $143K and bringing the position to 48,296 shares worth $1.5M. The position accounts for 0.81% of the portfolio, ranked #35.

Financial Planning Hawaii first reported a position in FNDX in Q4 2025 and has held it in 3 quarters since. 534 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Financial Planning Hawaii held 48,296 shares of Schwab Fundamental US Large Company Index ETF worth $1.5M as of Q2 2026.
  • Financial Planning Hawaii bought 4,749 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $143K.
  • Schwab Fundamental US Large Company Index ETF made up 0.81% of Financial Planning Hawaii's portfolio in Q2 2026, its #35 holding.
  • Financial Planning Hawaii first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 534 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.