Hamilton Point Investment Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Hamilton Point Investment Advisors’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	$10.8K	Hold	348	–	–	﹤0.01%	189
2026 Q1	$9.69K	Hold	348	–	–	﹤0.01%	181
2025 Q4	$9.47K	Hold	348	–	–	﹤0.01%	183
2025 Q3	$9.15K	Hold	348	–	–	﹤0.01%	157
2025 Q2	$8.54K	Hold	348	–	–	﹤0.01%	156
2025 Q1	$8.22K	Hold	348	–	–	﹤0.01%	150
2024 Q4	$8.24K	Hold	348	–	–	﹤0.01%	154
2024 Q3	$8.32K	Hold	348	–	–	﹤0.01%	155
2024 Q2	$7.81K	Hold	348	–	–	﹤0.01%	141
2024 Q1	$7.82K	Hold	348	–	–	﹤0.01%	146
2023 Q4	$7.18K	Buy	+348	New	+$6.69K	﹤0.01%	150

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hamilton Point Investment Advisors's FNDX Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 348 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

Hamilton Point Investment Advisors first reported a position in FNDX in Q4 2023 and has held it in 11 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Hamilton Point Investment Advisors held 348 shares of Schwab Fundamental US Large Company Index ETF worth $10.8K as of Q2 2026.
Hamilton Point Investment Advisors left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #189 holding.
Hamilton Point Investment Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 11 quarters since.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.