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Hazlett, Burt & Watson’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Hazlett, Burt & Watson’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 		$23K Buy
+724
New +$21.9K 0.01% 572
2023
Q1 		– Sell
-1,257
Closed -$22K – 643
2022
Q4 		$22K Buy
1,257
+897
+249% +$15.9K 0.02% 372
2022
Q3 		$6K Buy
+360
New +$6.35K 0.01% 496

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

Hazlett, Burt & Watson's FNDX Position: Q2 2026 in Review

Hazlett, Burt & Watson opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 724 shares worth $23K. The stake represents 0.01% of the portfolio and ranks #572 among its holdings. This is a return to the name: Hazlett, Burt & Watson previously reported a position in FNDX as recently as Q4 2022.

Hazlett, Burt & Watson first reported a position in FNDX in Q3 2022 and has held it in 3 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Hazlett, Burt & Watson held 724 shares of Schwab Fundamental US Large Company Index ETF worth $23K as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new Hazlett, Burt & Watson position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #572 holding.
  • Hazlett, Burt & Watson first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2022 and has held it in 3 quarters since.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.