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

Grimes & Company’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 		$435K Buy
14,003
+50
+0.4% +$1.51K 0.01% 333
2026
Q1 		$389K Sell
13,953
-789
-5% -$22.4K 0.01% 330
2025
Q4 		$401K Sell
14,742
-358
-2% -$9.58K 0.01% 335
2025
Q3 		$397K Buy
15,100
+3,185
+27% +$80.9K 0.01% 339
2025
Q2 		$292K Buy
11,915
+2,511
+27% +$58.4K 0.01% 344
2025
Q1 		$222K Buy
9,404
+601
+7% +$14.5K 0.01% 340
2024
Q4 		$208K Sell
8,803
-56
-0.6% -$1.36K 0.01% 364
2024
Q3 		$212K Sell
8,859
-1,518
-15% -$34.9K 0.01% 342
2024
Q2 		$232K Buy
+10,377
New +$229K 0.01% 310

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

Grimes & Company's FNDX Position: Q2 2026 in Review

Grimes & Company increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.36% in Q2 2026, buying an estimated $1.51K and bringing the position to 14,003 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #333.

Grimes & Company first reported a position in FNDX in Q2 2024 and has held it in 9 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Grimes & Company held 14,003 shares of Schwab Fundamental US Large Company Index ETF worth $435K as of Q2 2026.
  • Grimes & Company bought 50 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $1.51K.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #333 holding.
  • Grimes & Company first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2024 and has held it in 9 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.