HighTower Advisors
FNDX icon

HighTower Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

HighTower Advisors’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 		$70.1M Buy
2,254,293
+229,517
+11% +$6.93M 0.07% 285
2026
Q1 		$56.4M Buy
2,024,776
+87,716
+5% +$2.49M 0.06% 322
2025
Q4 		$52.7M Buy
1,937,060
+99,156
+5% +$2.65M 0.06% 334
2025
Q3 		$48.3M Buy
1,837,904
+147,000
+9% +$3.73M 0.05% 350
2025
Q2 		$41.5M Buy
1,690,904
+104,047
+7% +$2.42M 0.05% 369
2025
Q1 		$37.5M Buy
1,586,857
+47,310
+3% +$1.14M 0.05% 367
2024
Q4 		$36.5M Sell
1,539,547
-6,938
-0.4% -$168K 0.05% 358
2024
Q3 		$37M Buy
1,546,485
+62,652
+4% +$1.44M 0.05% 343
2024
Q2 		$33.1M Buy
1,483,833
+36,468
+3% +$804K 0.05% 354
2024
Q1 		$32.5M Buy
1,447,365
+29,616
+2% +$630K 0.05% 355
2023
Q4 		$29.3M Buy
1,417,749
+71,700
+5% +$1.38M 0.05% 371
2023
Q3 		$25.1M Buy
1,346,049
+410,193
+44% +$7.93M 0.05% 374
2023
Q2 		$17.9M Buy
935,856
+74,148
+9% +$1.37M 0.04% 465
2023
Q1 		$15.8M Buy
861,708
+82,554
+11% +$1.51M 0.03% 477
2022
Q4 		$13.9M Buy
779,154
+65,751
+9% +$1.16M 0.03% 508
2022
Q3 		$11.4M Buy
713,403
+199,299
+39% +$3.52M 0.03% 520
2022
Q2 		$8.72M Sell
514,104
-19,119
-4% -$352K 0.02% 617
2022
Q1 		$10.4M Buy
533,223
+255,153
+92% +$4.92M 0.02% 613
2021
Q4 		$5.44M Buy
278,070
+145,005
+109% +$2.75M 0.01% 862
2021
Q3 		$2.39M Buy
133,065
+8,118
+6% +$149K 0.01% 1162
2021
Q2 		$2.27M Buy
124,947
+64,743
+108% +$1.17M 0.01% 1156
2021
Q1 		$1.03M Buy
60,204
+1,317
+2% +$21.5K ﹤0.01% 1539
2020
Q4 		$889K Sell
58,887
-39,528
-40% -$557K ﹤0.01% 1325
2020
Q3 		$1.27M Sell
98,415
-43,722
-31% -$568K 0.01% 1094
2020
Q2 		$1.75M Sell
142,137
-72,636
-34% -$856K 0.01% 860
2020
Q1 		$2.24M Sell
214,773
-216,510
-50% -$2.82M 0.01% 714
2019
Q4 		$6.13M Buy
431,283
+95,892
+29% +$1.31M 0.04% 472
2019
Q3 		$4.42M Buy
335,391
+46,884
+16% +$611K 0.02% 603
2019
Q2 		$3.75M Buy
288,507
+44,118
+18% +$565K 0.02% 662
2019
Q1 		$3.1M Buy
+244,389
New +$3M 0.02% 685

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

HighTower Advisors's FNDX Position: Q2 2026 in Review

HighTower Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 11% in Q2 2026, buying an estimated $6.93M and bringing the position to 2,254,293 shares worth $70.1M. The position accounts for 0.07% of the portfolio, ranked #285.

HighTower Advisors first reported a position in FNDX in Q1 2019 and has held it in 30 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • HighTower Advisors held 2,254,293 shares of Schwab Fundamental US Large Company Index ETF worth $70.1M as of Q2 2026.
  • HighTower Advisors bought 229,517 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $6.93M.
  • Schwab Fundamental US Large Company Index ETF made up 0.07% of HighTower Advisors's portfolio in Q2 2026, its #285 holding.
  • HighTower Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2019 and has held it in 30 quarters since.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.