HIP
FNDX icon

HUB Investment Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

HUB Investment 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
2026
Q2 		$3.37M Buy
108,397
+77,747
+254% +$2.35M 0.06% 223
2026
Q1 		$854K Buy
30,650
+395
+1% +$11.2K 0.02% 398
2025
Q4 		$823K Buy
30,255
+2,019
+7% +$54K 0.02% 353
2025
Q3 		$743K Sell
28,236
-1,597
-5% -$40.5K 0.02% 323
2025
Q2 		$732K Buy
29,833
+933
+3% +$21.7K 0.02% 308
2025
Q1 		$682K Buy
28,900
+3,226
+13% +$78K 0.03% 285
2024
Q4 		$608K Buy
25,674
+6,975
+37% +$169K 0.03% 291
2024
Q3 		$447K Sell
18,699
-1,170
-6% -$26.9K 0.02% 313
2024
Q2 		$444K Buy
19,869
+750
+4% +$16.5K 0.02% 302
2024
Q1 		$429K Sell
19,119
-5,985
-24% -$127K 0.02% 303
2023
Q4 		$518K Buy
25,104
+8,610
+52% +$166K 0.04% 241
2023
Q3 		$308K Buy
16,494
+1,059
+7% +$20.5K 0.05% 190
2023
Q2 		$296K Hold
15,435
– – 0.05% 191
2023
Q1 		$283K Buy
+15,435
New +$283K 0.06% 174

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

HUB Investment Partners's FNDX Position: Q2 2026 in Review

HUB Investment Partners increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 254% in Q2 2026, buying an estimated $2.35M and bringing the position to 108,397 shares worth $3.37M. The position accounts for 0.06% of the portfolio, ranked #223.

HUB Investment Partners first reported a position in FNDX in Q1 2023 and has held it in 14 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • HUB Investment Partners held 108,397 shares of Schwab Fundamental US Large Company Index ETF worth $3.37M as of Q2 2026.
  • HUB Investment Partners bought 77,747 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $2.35M.
  • Schwab Fundamental US Large Company Index ETF made up 0.06% of HUB Investment Partners's portfolio in Q2 2026, its #223 holding.
  • HUB Investment Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2023 and has held it in 14 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.