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Hanson & Doremus Investment Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Hanson & Doremus Investment Management’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 		– Sell
-1,608
Closed -$45K – 493
2026
Q1 		$45K Buy
+1,608
New +$45.6K 0.01% 341
2023
Q1 		– Sell
-1,608
Closed -$29K – 483
2022
Q4 		$29K Buy
+1,608
New +$28.5K 0.01% 355

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

Hanson & Doremus Investment Management's FNDX Position: Q2 2026 in Review

Hanson & Doremus Investment Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026, closing a stake of 1,608 shares — an estimated $45K sold.

Hanson & Doremus Investment Management first reported a position in FNDX in Q4 2022 and held it in 2 quarters. The position peaked at $45K in Q1 2026. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Hanson & Doremus Investment Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 1,608 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $45K.
  • Hanson & Doremus Investment Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2022 and held it in 2 quarters.
  • Hanson & Doremus Investment Management's Schwab Fundamental US Large Company Index ETF position peaked at $45K in Q1 2026.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.