BFC Planning, Inc.’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
Other funds holding FNDX
BFC Planning, Inc.'s FNDX Position: Q2 2026 in Review
BFC Planning, Inc. increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 5.3% in Q2 2026, buying an estimated $85.3K and bringing the position to 56,503 shares worth $1.76M. The position accounts for 0.07% of the portfolio, ranked #267.
BFC Planning, Inc. first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. 844 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.
- BFC Planning, Inc. held 56,503 shares of Schwab Fundamental US Large Company Index ETF worth $1.76M as of Q2 2026.
- BFC Planning, Inc. bought 2,827 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $85.3K.
- Schwab Fundamental US Large Company Index ETF made up 0.07% of BFC Planning, Inc.'s portfolio in Q2 2026, its #267 holding.
- BFC Planning, Inc. first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
- 844 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.
Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.