Harbour Investment Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Harbour 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	$1.85M	Hold	59,391	–	–	0.95%	31
2026 Q1	$1.65M	Hold	59,391	–	–	0.9%	34
2025 Q4	$1.62M	Hold	59,391	–	–	0.86%	36
2025 Q3	$1.56M	Hold	59,391	–	–	0.68%	42
2025 Q2	$1.46M	Hold	59,391	–	–	0.63%	46
2025 Q1	$1.4M	Hold	59,391	–	–	0.63%	49
2024 Q4	$1.41M	Hold	59,391	–	–	0.62%	47
2024 Q3	$1.42M	Hold	59,391	–	–	0.63%	47
2024 Q2	$1.33M	Hold	59,391	–	–	0.62%	46
2024 Q1	$1.33M	Buy	+59,391	New	+$1.26M	0.63%	48

Other funds holding FNDX

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

RWM

Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

TNA

True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

KHC

Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return

KCPG

Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

Harbour Investment Management's FNDX Position: Q2 2026 in Review

Harbour Investment Management held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 59,391 shares worth $1.85M. The position accounts for 0.95% of the portfolio, ranked #31.

Harbour Investment Management first reported a position in FNDX in Q1 2024 and has held it in 10 quarters since. 286 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Harbour Investment Management held 59,391 shares of Schwab Fundamental US Large Company Index ETF worth $1.85M as of Q2 2026.
Harbour Investment Management left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up 0.95% of Harbour Investment Management's portfolio in Q2 2026, its #31 holding.
Harbour Investment Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2024 and has held it in 10 quarters since.
286 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Harbour Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.