Fortitude Family Office’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Fortitude Family Office’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	$4.87M	Sell	156,641 -1,417	-0.9%	-$42.8K	0.94%	25
2026 Q1	$4.4M	Sell	158,058 -129	-0.1%	-$3.66K	0.98%	27
2025 Q4	$4.3M	Sell	158,187 -5,825	-4%	-$156K	1%	25
2025 Q3	$4.31M	Sell	164,012 -6,109	-4%	-$155K	1.16%	25
2025 Q2	$4.17M	Buy	170,121 +136,655	+408%	+$3.18M	1.37%	18
2025 Q1	$790K	Buy	33,466 +32,609	+3,805%	+$788K	0.28%	48
2024 Q4	$20.3K	Buy	857 +2	+0.2%	+$48	0.01%	449
2024 Q3	$20.4K	Buy	855 +6	+0.7%	+$138	0.01%	411
2024 Q2	$19K	Hold	849	–	–	0.01%	314
2024 Q1	$19.1K	Sell	849 -186	-18%	-$3.95K	0.01%	284
2023 Q4	$21.4K	Buy	+1,035	New	+$19.9K	0.02%	285

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

RWM

Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Fortitude Family Office's FNDX Position: Q2 2026 in Review

Fortitude Family Office reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.9% in Q2 2026, selling an estimated $42.8K and leaving 156,641 shares worth $4.87M. The position accounts for 0.94% of the portfolio, ranked #25.

Fortitude Family Office first reported a position in FNDX in Q4 2023 and has held it in 11 quarters since. 286 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Fortitude Family Office held 156,641 shares of Schwab Fundamental US Large Company Index ETF worth $4.87M as of Q2 2026.
Fortitude Family Office sold 1,417 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $42.8K.
Schwab Fundamental US Large Company Index ETF made up 0.94% of Fortitude Family Office's portfolio in Q2 2026, its #25 holding.
Fortitude Family Office first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 11 quarters since.
286 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.