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Graney & King’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Graney & King’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 		$50.8K Buy
1,823
+1
+0.1% +$28 0.03% 147
2025
Q4 		$49.6K Hold
1,822
– – 0.03% 139
2025
Q3 		$47.9K Sell
1,822
-199
-10% -$5.05K 0.03% 139
2025
Q2 		$49.6K Hold
2,021
– – 0.03% 127
2025
Q1 		$47.7K Buy
2,021
+1,902
+1,598% +$46K 0.04% 124
2024
Q4 		$2.83K Buy
+119
New +$2.88K ﹤0.01% 259

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

Graney & King's FNDX Position: Q1 2026 in Review

Graney & King increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.05% in Q1 2026, buying an estimated $28 and bringing the position to 1,823 shares worth $50.8K. The position accounts for 0.03% of the portfolio, ranked #147.

Graney & King first reported a position in FNDX in Q4 2024 and has held it in 6 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Graney & King held 1,823 shares of Schwab Fundamental US Large Company Index ETF worth $50.8K as of Q1 2026.
  • Graney & King bought 1 Schwab Fundamental US Large Company Index ETF share in Q1 2026, an estimated $28.
  • Schwab Fundamental US Large Company Index ETF made up 0.03% of Graney & King's portfolio in Q1 2026, its #147 holding.
  • Graney & King first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 6 quarters since.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.