HBK Sorce Advisory’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
Other funds holding FNDX
ML
BFA
SEIA
SCM
HBK Sorce Advisory's FNDX Position: Q2 2026 in Review
HBK Sorce Advisory opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 6,655 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #610 among its holdings. This is a return to the name: HBK Sorce Advisory previously reported a position in FNDX as recently as Q3 2025.
HBK Sorce Advisory first reported a position in FNDX in Q3 2025 and has held it in 2 quarters since. The position peaked at $406K in Q3 2025. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.
- HBK Sorce Advisory held 6,655 shares of Schwab Fundamental US Large Company Index ETF worth $215K as of Q2 2026.
- Schwab Fundamental US Large Company Index ETF was a new HBK Sorce Advisory position in Q2 2026.
- Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #610 holding.
- HBK Sorce Advisory first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2025 and has held it in 2 quarters since.
- HBK Sorce Advisory's Schwab Fundamental US Large Company Index ETF position peaked at $406K in Q3 2025.
- 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.
Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.