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Gill Capital Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Gill Capital Partners’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
Q1 		$167K Buy
+5,988
New +$170K 0.05% 149
2025
Q1 		– Sell
-9,576
Closed -$227K – 140
2024
Q4 		$227K Buy
+9,576
New +$232K 0.08% 118

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gill Capital Partners's FNDX Position: Q1 2026 in Review

Gill Capital Partners opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2026: 5,988 shares worth $167K. The stake represents 0.05% of the portfolio and ranks #149 among its holdings. This is a return to the name: Gill Capital Partners previously reported a position in FNDX as recently as Q4 2024.

Gill Capital Partners first reported a position in FNDX in Q4 2024 and has held it in 2 quarters since. The position peaked at $227K in Q4 2024. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Gill Capital Partners held 5,988 shares of Schwab Fundamental US Large Company Index ETF worth $167K as of Q1 2026.
  • Schwab Fundamental US Large Company Index ETF was a new Gill Capital Partners position in Q1 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.05% of Gill Capital Partners's portfolio in Q1 2026, its #149 holding.
  • Gill Capital Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 2 quarters since.
  • Gill Capital Partners's Schwab Fundamental US Large Company Index ETF position peaked at $227K in Q4 2024.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Gill Capital Partners's 13F filing for Q1 2026, filed 13 Apr 2026.