HRC Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

HRC Wealth 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 Q3	$1.02M	Buy	32,375 +121	+0.4%	+$3.88K	0.41%	22
2026 Q2	$1M	Buy	32,254 +122	+0.4%	+$3.68K	0.41%	19
2026 Q1	$895K	Buy	32,132 +179	+0.6%	+$5.07K	0.42%	21
2025 Q4	$869K	Sell	31,953 -53	-0.2%	-$1.42K	0.42%	21
2025 Q3	$842K	Buy	32,006 +314	+1%	+$7.97K	0.41%	20
2025 Q2	$778K	Buy	31,692 +138	+0.4%	+$3.21K	0.41%	19
2025 Q1	$745K	Buy	31,554 +548	+2%	+$13.2K	0.46%	18
2024 Q4	$734K	Buy	31,006 +2,824	+10%	+$68.5K	0.44%	18
2024 Q3	$674K	Buy	28,182 +252	+0.9%	+$5.8K	0.44%	16
2024 Q2	$624K	Buy	27,930 +1,890	+7%	+$41.7K	0.43%	17
2024 Q1	$585K	Buy	+26,040	New	+$554K	0.43%	17

Other funds holding FNDX

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

HRC Wealth Management's FNDX Position: Q3 2026 in Review

HRC Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.38% in Q3 2026, buying an estimated $3.88K and bringing the position to 32,375 shares worth $1.02M. The position accounts for 0.41% of the portfolio, ranked #22.

HRC Wealth Management first reported a position in FNDX in Q1 2024 and has held it in 11 quarters since. 534 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

HRC Wealth Management held 32,375 shares of Schwab Fundamental US Large Company Index ETF worth $1.02M as of Q3 2026.
HRC Wealth Management bought 121 Schwab Fundamental US Large Company Index ETF shares in Q3 2026, an estimated $3.88K.
Schwab Fundamental US Large Company Index ETF made up 0.41% of HRC Wealth Management's portfolio in Q3 2026, its #22 holding.
HRC Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2024 and has held it in 11 quarters since.
534 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on HRC Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.