HWM
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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
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

HRC Wealth Management's FNDX Position: Q2 2026 in Review

HRC Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.38% in Q2 2026, buying an estimated $3.68K and bringing the position to 32,254 shares worth $1M. The position accounts for 0.41% of the portfolio, ranked #19.

HRC Wealth Management first reported a position in FNDX in Q1 2024 and has held it in 10 quarters since. 409 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • HRC Wealth Management held 32,254 shares of Schwab Fundamental US Large Company Index ETF worth $1M as of Q2 2026.
  • HRC Wealth Management bought 122 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $3.68K.
  • Schwab Fundamental US Large Company Index ETF made up 0.41% of HRC Wealth Management's portfolio in Q2 2026, its #19 holding.
  • HRC Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2024 and has held it in 10 quarters since.
  • 409 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.