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First Pacific Financial’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

First Pacific Financial’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 		$384K Buy
12,334
+1,644
+15% +$49.6K 0.05% 146
2026
Q1 		$298K Buy
10,690
+47
+0.4% +$1.33K 0.04% 148
2025
Q4 		$290K Buy
10,643
+48
+0.5% +$1.28K 0.04% 150
2025
Q3 		$279K Buy
10,595
+43
+0.4% +$1.09K 0.04% 147
2025
Q2 		$259K Buy
10,552
+47
+0.4% +$1.09K 0.04% 153
2025
Q1 		$248K Buy
10,505
+5,817
+124% +$141K 0.05% 123
2024
Q4 		$111K Buy
4,688
+20
+0.4% +$485 0.03% 167
2024
Q3 		$112K Sell
4,668
-288
-6% -$6.63K 0.03% 158
2024
Q2 		$111K Sell
4,956
-612
-11% -$13.5K 0.03% 144
2024
Q1 		$125K Buy
5,568
+495
+10% +$10.5K 0.03% 133
2023
Q4 		$105K Buy
5,073
+27
+0.5% +$519 0.03% 136
2023
Q3 		$94.1K Buy
5,046
+24
+0.5% +$464 0.04% 124
2023
Q2 		$96.3K Buy
+5,022
New +$92.8K 0.04% 124

Other funds holding FNDX

KeyBank National Association
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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

First Pacific Financial's FNDX Position: Q2 2026 in Review

First Pacific Financial increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 15% in Q2 2026, buying an estimated $49.6K and bringing the position to 12,334 shares worth $384K. The position accounts for 0.05% of the portfolio, ranked #146.

First Pacific Financial first reported a position in FNDX in Q2 2023 and has held it in 13 quarters since. 349 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • First Pacific Financial held 12,334 shares of Schwab Fundamental US Large Company Index ETF worth $384K as of Q2 2026.
  • First Pacific Financial bought 1,644 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $49.6K.
  • Schwab Fundamental US Large Company Index ETF made up 0.05% of First Pacific Financial's portfolio in Q2 2026, its #146 holding.
  • First Pacific Financial first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2023 and has held it in 13 quarters since.
  • 349 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.