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Goelzer Investment Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Goelzer Investment Management’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 		$219K Buy
+7,050
New +$213K 0.01% 303

Other funds holding FNDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

Goelzer Investment Management's FNDX Position: Q2 2026 in Review

Goelzer Investment Management opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 7,050 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #303 among its holdings.

233 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Goelzer Investment Management held 7,050 shares of Schwab Fundamental US Large Company Index ETF worth $219K as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new Goelzer Investment Management position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Goelzer Investment Management's portfolio in Q2 2026, its #303 holding.
  • 233 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.