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FWL Investment Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

FWL Investment Management’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 		$48.8K Buy
+1,569
New +$47.4K 0.01% 200
2026
Q1 		– Sell
-1,384
Closed -$37.7K – 376
2025
Q4 		$37.7K Sell
1,384
-229
-14% -$6.13K 0.01% 182
2025
Q3 		$42.4K Sell
1,613
-778
-33% -$19.8K 0.01% 157
2025
Q2 		$58.7K Buy
+2,391
New +$55.6K 0.02% 145

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
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
Ameriprise
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FWL Investment Management's FNDX Position: Q2 2026 in Review

FWL Investment Management opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 1,569 shares worth $48.8K. The stake represents 0.01% of the portfolio and ranks #200 among its holdings. This is a return to the name: FWL Investment Management previously reported a position in FNDX as recently as Q4 2025.

FWL Investment Management first reported a position in FNDX in Q2 2025 and has held it in 4 quarters since. The position peaked at $58.7K in Q2 2025. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • FWL Investment Management held 1,569 shares of Schwab Fundamental US Large Company Index ETF worth $48.8K as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new FWL Investment Management position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of FWL Investment Management's portfolio in Q2 2026, its #200 holding.
  • FWL Investment Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2025 and has held it in 4 quarters since.
  • FWL Investment Management's Schwab Fundamental US Large Company Index ETF position peaked at $58.7K in Q2 2025.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.