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Highland Investment Advisors LLC’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Highland Investment Advisors LLC’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 		$15.6K Buy
+502
New +$15.2K 0.01% 307

Other funds holding FNDX

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return

Highland Investment Advisors LLC's FNDX Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 502 shares worth $15.6K. The stake represents 0.01% of the portfolio and ranks #307 among its holdings.

734 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Highland Investment Advisors LLC held 502 shares of Schwab Fundamental US Large Company Index ETF worth $15.6K as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new Highland Investment Advisors LLC position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #307 holding.
  • 734 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.