Focus Financial Network’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Focus Financial Network’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	$5.59M	Buy	179,678 +8,737	+5%	+$264K	0.17%	100
2026 Q1	$4.76M	Sell	170,941 -812	-0.5%	-$23K	0.17%	105
2025 Q4	$4.67M	Buy	171,753 +27,984	+19%	+$749K	0.16%	101
2025 Q3	$3.78M	Buy	143,769 +802	+0.6%	+$20.4K	0.13%	126
2025 Q2	$3.51M	Buy	142,967 +11,546	+9%	+$269K	0.14%	129
2025 Q1	$3.1M	Buy	131,421 +1,793	+1%	+$43.3K	0.13%	134
2024 Q4	$3.07M	Sell	129,628 -32	-0%	-$776	0.12%	135
2024 Q3	$3.1M	Buy	129,660 +1,233	+1%	+$28.4K	0.13%	132
2024 Q2	$2.98M	Buy	128,427 +14,874	+13%	+$328K	0.13%	124
2024 Q1	$2.42M	Buy	113,553 +53,781	+90%	+$1.14M	0.12%	137
2023 Q4	$1.23M	Sell	59,772 -7,344	-11%	-$141K	0.05%	279
2023 Q3	$1.25M	Sell	67,116 -354	-0.5%	-$6.85K	0.07%	203
2023 Q2	$1.29M	Buy	67,470 +10,902	+19%	+$201K	0.07%	200
2023 Q1	$1.04M	Buy	56,568 +5,382	+11%	+$98.7K	0.06%	226
2022 Q4	$912K	Buy	51,186 +345	+0.7%	+$6.1K	0.07%	197
2022 Q3	$809K	Buy	50,841 +1,269	+3%	+$22.4K	0.07%	211
2022 Q2	$841K	Sell	49,572 -6,777	-12%	-$125K	0.07%	219
2022 Q1	$1.1M	Buy	56,349 +33,906	+151%	+$653K	0.08%	185
2021 Q4	$439K	Buy	+22,443	New	+$426K	0.06%	237
2021 Q1	–	Sell	-49,143	Closed	-$742K	–	435
2020 Q4	$742K	Buy	49,143 +3,879	+9%	+$54.7K	0.07%	220
2020 Q3	$584K	Sell	45,264 -7,950	-15%	-$103K	0.05%	244
2020 Q2	$653K	Sell	53,214 -5,886	-10%	-$69.4K	0.07%	208
2020 Q1	$617K	Sell	59,100 -15,909	-21%	-$207K	0.08%	192
2019 Q4	$1.07M	Sell	75,009 -216	-0.3%	-$2.95K	0.13%	147
2019 Q3	$992K	Sell	75,225 -7,572	-9%	-$98.7K	0.14%	136
2019 Q2	$1.09M	Sell	82,797 -4,155	-5%	-$53.2K	0.16%	120
2019 Q1	$1.1M	Buy	+86,952	New	+$1.07M	0.18%	107

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEIA

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Financial Network's FNDX Position: Q2 2026 in Review

Focus Financial Network increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 5.1% in Q2 2026, buying an estimated $264K and bringing the position to 179,678 shares worth $5.59M. The position accounts for 0.17% of the portfolio, ranked #100.

Focus Financial Network first reported a position in FNDX in Q1 2019 and has held it in 27 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Focus Financial Network held 179,678 shares of Schwab Fundamental US Large Company Index ETF worth $5.59M as of Q2 2026.
Focus Financial Network bought 8,737 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $264K.
Schwab Fundamental US Large Company Index ETF made up 0.17% of Focus Financial Network's portfolio in Q2 2026, its #100 holding.
Focus Financial Network first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2019 and has held it in 27 quarters since.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.