GRP
FNDX icon

Global Retirement Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Global Retirement 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 		$2.6M Buy
+83,625
New +$2.52M 0.04% 409
2025
Q4 		$4.65M Buy
170,866
+12,423
+8% +$332K 0.08% 221
2025
Q3 		$4.17M Sell
158,443
-19,324
-11% -$491K 0.09% 198
2025
Q2 		$4.36M Buy
+177,767
New +$4.14M 0.11% 175
2024
Q4 		$3.3M Buy
139,421
+12,563
+10% +$305K 0.09% 205
2024
Q3 		$3.03M Buy
126,858
+7,746
+7% +$178K 0.09% 203
2024
Q2 		$2.66M Buy
119,112
+25,704
+28% +$567K 0.08% 227
2024
Q1 		$2.1M Buy
93,408
+35,898
+62% +$763K 0.08% 234
2023
Q4 		$1.17M Buy
57,510
+25,719
+81% +$495K 0.05% 308
2023
Q3 		$584K Buy
31,791
+18,912
+147% +$366K 0.03% 401
2023
Q2 		$247K Buy
12,879
+11,226
+679% +$207K 0.01% 620
2023
Q1 		$30K Buy
1,653
+1,023
+162% +$18.8K ﹤0.01% 1468
2022
Q4 		$11.2K Hold
630
– – ﹤0.01% 1737
2022
Q3 		$11K Sell
630
-78
-11% -$1.38K ﹤0.01% 1645
2022
Q2 		$12K Buy
708
+78
+12% +$1.44K ﹤0.01% 1547
2022
Q1 		$11K Buy
+630
New +$12.1K ﹤0.01% 1578
2020
Q2 		– Sell
-1,701
Closed -$18K – 1646
2020
Q1 		$18K Buy
+1,701
New +$22.2K ﹤0.01% 828

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

Global Retirement Partners's FNDX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 83,625 shares worth $2.6M. The stake represents 0.04% of the portfolio and ranks #409 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FNDX as recently as Q4 2025.

Global Retirement Partners first reported a position in FNDX in Q1 2020 and has held it in 17 quarters since. The position peaked at $4.65M in Q4 2025. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Global Retirement Partners held 83,625 shares of Schwab Fundamental US Large Company Index ETF worth $2.6M as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new Global Retirement Partners position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.04% of Global Retirement Partners's portfolio in Q2 2026, its #409 holding.
  • Global Retirement Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2020 and has held it in 17 quarters since.
  • Global Retirement Partners's Schwab Fundamental US Large Company Index ETF position peaked at $4.65M in Q4 2025.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.