GHI
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Gross & Hartman Investments’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Gross & Hartman Investments’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 		$9.53M Buy
306,501
+5,483
+2% +$165K 4.21% 8
2026
Q1 		$8.38M Buy
301,018
+19,433
+7% +$551K 4.36% 8
2025
Q4 		$7.66M Buy
+281,585
New +$7.53M 4.37% 7

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

Gross & Hartman Investments's FNDX Position: Q2 2026 in Review

Gross & Hartman Investments increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.8% in Q2 2026, buying an estimated $165K and bringing the position to 306,501 shares worth $9.53M. The position accounts for 4.21% of the portfolio, ranked #8.

Gross & Hartman Investments first reported a position in FNDX in Q4 2025 and has held it in 3 quarters since. 808 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Gross & Hartman Investments held 306,501 shares of Schwab Fundamental US Large Company Index ETF worth $9.53M as of Q2 2026.
  • Gross & Hartman Investments bought 5,483 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $165K.
  • Schwab Fundamental US Large Company Index ETF made up 4.21% of Gross & Hartman Investments's portfolio in Q2 2026, its #8 holding.
  • Gross & Hartman Investments first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 808 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.