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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
Q2 		$181K Sell
5,823
-165
-3% -$4.98K 0.05% 156
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 $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

Gill Capital Partners's FNDX Position: Q2 2026 in Review

Gill Capital Partners reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 2.8% in Q2 2026, selling an estimated $4.98K and leaving 5,823 shares worth $181K. The position accounts for 0.05% of the portfolio, ranked #156.

Gill Capital Partners first reported a position in FNDX in Q4 2024 and has held it in 3 quarters since. The position peaked at $227K in Q4 2024. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Gill Capital Partners held 5,823 shares of Schwab Fundamental US Large Company Index ETF worth $181K as of Q2 2026.
  • Gill Capital Partners sold 165 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $4.98K.
  • Schwab Fundamental US Large Company Index ETF made up 0.05% of Gill Capital Partners's portfolio in Q2 2026, its #156 holding.
  • Gill Capital Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 3 quarters since.
  • Gill Capital Partners's Schwab Fundamental US Large Company Index ETF position peaked at $227K in Q4 2024.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Gill Capital Partners's 13F filing for Q2 2026, filed 20 Aug 2026.