Harbor Asset Planning’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Harbor Asset Planning’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 Q3	$2.06M	Buy	65,592 +149	+0.2%	+$4.77K	1.55%	14
2026 Q2	$2.04M	Sell	65,443 -2,428	-4%	-$73.3K	1.53%	18
2026 Q1	$1.89M	Buy	67,871 +274	+0.4%	+$7.76K	1.59%	17
2025 Q4	$1.84M	Buy	67,597 +423	+0.6%	+$11.3K	1.57%	19
2025 Q3	$1.77M	Sell	67,174 -7,719	-10%	-$196K	1.58%	18
2025 Q2	$1.84M	Buy	+74,893	New	+$1.74M	1.76%	16

Other funds holding FNDX

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Harbor Asset Planning's FNDX Position: Q3 2026 in Review

Harbor Asset Planning increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.23% in Q3 2026, buying an estimated $4.77K and bringing the position to 65,592 shares worth $2.06M. The position accounts for 1.55% of the portfolio, ranked #14.

Harbor Asset Planning first reported a position in FNDX in Q2 2025 and has held it in 6 quarters since. 313 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

Harbor Asset Planning held 65,592 shares of Schwab Fundamental US Large Company Index ETF worth $2.06M as of Q3 2026.
Harbor Asset Planning bought 149 Schwab Fundamental US Large Company Index ETF shares in Q3 2026, an estimated $4.77K.
Schwab Fundamental US Large Company Index ETF made up 1.55% of Harbor Asset Planning's portfolio in Q3 2026, its #14 holding.
Harbor Asset Planning first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2025 and has held it in 6 quarters since.
313 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.