Gladstone Institutional Advisory’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
Other funds holding FNDX
ML
BFA
SEIA
SCM
Gladstone Institutional Advisory's FNDX Position: Q2 2026 in Review
Gladstone Institutional Advisory opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 6,993 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #842 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in FNDX as recently as Q4 2025.
Gladstone Institutional Advisory first reported a position in FNDX in Q3 2025 and has held it in 3 quarters since. The position peaked at $242K in Q3 2025. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.
- Gladstone Institutional Advisory held 6,993 shares of Schwab Fundamental US Large Company Index ETF worth $217K as of Q2 2026.
- Schwab Fundamental US Large Company Index ETF was a new Gladstone Institutional Advisory position in Q2 2026.
- Schwab Fundamental US Large Company Index ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #842 holding.
- Gladstone Institutional Advisory first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2025 and has held it in 3 quarters since.
- Gladstone Institutional Advisory's Schwab Fundamental US Large Company Index ETF position peaked at $242K in Q3 2025.
- 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.
Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.