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Hantz Financial Services’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Hantz Financial Services’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 		$72K Buy
2,324
+599
+35% +$18.1K ﹤0.01% 1518
2026
Q1 		$48K Buy
1,725
+1,407
+442% +$39.9K ﹤0.01% 1568
2025
Q4 		$9K Buy
318
+168
+112% +$4.5K ﹤0.01% 2024
2025
Q3 		$4K Sell
150
-3,636
-96% -$92.3K ﹤0.01% 2055
2025
Q2 		$93K Buy
+3,786
New +$88.1K ﹤0.01% 776
2024
Q2 		– Sell
-210
Closed -$5K – 1124
2024
Q1 		$5K Sell
210
-453
-68% -$9.63K ﹤0.01% 930
2023
Q4 		$14K Hold
663
– – ﹤0.01% 769
2023
Q3 		$12K Hold
663
– – ﹤0.01% 781
2023
Q2 		$13K Hold
663
– – ﹤0.01% 751
2023
Q1 		$12K Sell
663
-42
-6% -$771 ﹤0.01% 757
2022
Q4 		$13K Sell
705
-93
-12% -$1.65K ﹤0.01% 720
2022
Q3 		$13K Buy
798
+135
+20% +$2.38K ﹤0.01% 709
2022
Q2 		$11K Sell
663
-2,355
-78% -$43.4K ﹤0.01% 728
2022
Q1 		$59K Buy
3,018
+2,070
+218% +$39.9K ﹤0.01% 600
2021
Q4 		$19K Buy
948
+285
+43% +$5.41K ﹤0.01% 627
2021
Q3 		$12K Sell
663
-276
-29% -$5.07K ﹤0.01% 671
2021
Q2 		$17K Buy
939
+30
+3% +$542 ﹤0.01% 629
2021
Q1 		$16K Buy
909
+246
+37% +$4.01K ﹤0.01% 571
2020
Q4 		$10K Hold
663
– – ﹤0.01% 541
2020
Q3 		$9K Hold
663
– – ﹤0.01% 498
2020
Q2 		$8K Hold
663
– – ﹤0.01% 486
2020
Q1 		$7K Buy
+663
New +$8.64K ﹤0.01% 461

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

Hantz Financial Services's FNDX Position: Q2 2026 in Review

Hantz Financial Services increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 35% in Q2 2026, buying an estimated $18.1K and bringing the position to 2,324 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Hantz Financial Services first reported a position in FNDX in Q1 2020 and has held it in 22 quarters since. The position peaked at $93K in Q2 2025. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Hantz Financial Services held 2,324 shares of Schwab Fundamental US Large Company Index ETF worth $72K as of Q2 2026.
  • Hantz Financial Services bought 599 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $18.1K.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1518 holding.
  • Hantz Financial Services first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2020 and has held it in 22 quarters since.
  • Hantz Financial Services's Schwab Fundamental US Large Company Index ETF position peaked at $93K in Q2 2025.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.