Hexagon Capital Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Hexagon Capital Partners’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
2025 Q2	–	Sell	-291	Closed	-$6.87K	–	657
2025 Q1	$6.87K	Hold	291	–	–	﹤0.01%	1077
2024 Q4	$6.89K	Hold	291	–	–	﹤0.01%	1120
2024 Q3	$6.96K	Hold	291	–	–	﹤0.01%	1000
2024 Q2	$6.5K	Buy	+291	New	+$6.42K	﹤0.01%	959
2021 Q4	–	Sell	-228	Closed	-$4K	–	866
2021 Q3	$4K	Hold	228	–	–	﹤0.01%	695
2021 Q2	$4K	Buy	+228	New	+$4.12K	﹤0.01%	662

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hexagon Capital Partners's FNDX Position: Q2 2025 in Review

Hexagon Capital Partners sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2025, closing a stake of 291 shares — an estimated $6.87K sold.

Hexagon Capital Partners first reported a position in FNDX in Q2 2021 and held it in 6 quarters. The position peaked at $6.96K in Q3 2024. 666 funds tracked by Wall St. Rank hold FNDX as of Q2 2025.

Hexagon Capital Partners reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 291 Schwab Fundamental US Large Company Index ETF shares in Q2 2025, an estimated $6.87K.
Hexagon Capital Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2021 and held it in 6 quarters.
Hexagon Capital Partners's Schwab Fundamental US Large Company Index ETF position peaked at $6.96K in Q3 2024.
666 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.