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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
Q2 		$56.7K Hold
1,823
– – 0.02% 149
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 $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

Graney & King's FNDX Position: Q2 2026 in Review

Graney & King held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 1,823 shares worth $56.7K. The position accounts for 0.02% of the portfolio, ranked #149.

Graney & King first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Graney & King held 1,823 shares of Schwab Fundamental US Large Company Index ETF worth $56.7K as of Q2 2026.
  • Graney & King left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.02% of Graney & King's portfolio in Q2 2026, its #149 holding.
  • Graney & King first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.