GHP Investment Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

GHP Investment Advisors’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	$186K	Hold	5,979	–	–	0.01%	409
2026 Q1	$167K	Hold	5,979	–	–	0.01%	408
2025 Q4	$163K	Hold	5,979	–	–	0.01%	406
2025 Q3	$157K	Buy	5,979 +5,841	+4,233%	+$148K	0.01%	404
2025 Q2	$3.39K	Hold	138	–	–	﹤0.01%	840
2025 Q1	$3.26K	Hold	138	–	–	﹤0.01%	825
2024 Q4	$3.27K	Hold	138	–	–	﹤0.01%	859
2024 Q3	$3.3K	Hold	138	–	–	﹤0.01%	852
2024 Q2	$3.08K	Hold	138	–	–	﹤0.01%	821
2024 Q1	$3.1K	Hold	138	–	–	﹤0.01%	735
2023 Q4	$2.85K	Hold	138	–	–	﹤0.01%	740
2023 Q3	$2.57K	Hold	138	–	–	﹤0.01%	832
2023 Q2	$2.7K	Hold	138	–	–	﹤0.01%	813
2023 Q1	$2.53K	Sell	138 -462	-77%	-$8.48K	﹤0.01%	814
2022 Q4	$10.7K	Buy	600 +462	+335%	+$8.18K	﹤0.01%	678
2022 Q3	$2K	Hold	138	–	–	﹤0.01%	832
2022 Q2	$2K	Hold	138	–	–	﹤0.01%	848
2022 Q1	$3K	Buy	+138	New	+$2.66K	﹤0.01%	857

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

GHP Investment Advisors's FNDX Position: Q2 2026 in Review

GHP Investment Advisors held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 5,979 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #409.

GHP Investment Advisors first reported a position in FNDX in Q1 2022 and has held it in 18 quarters since. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

GHP Investment Advisors held 5,979 shares of Schwab Fundamental US Large Company Index ETF worth $186K as of Q2 2026.
GHP Investment Advisors left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up 0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #409 holding.
GHP Investment Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2022 and has held it in 18 quarters since.
840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.