IMA Advisory Services’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
Other funds holding FNDX
ML
BFA
SEIA
SCM
IMA Advisory Services's FNDX Position: Q2 2026 in Review
IMA Advisory Services reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 7.1% in Q2 2026, selling an estimated $442K and leaving 192,405 shares worth $5.98M. The position accounts for 0.37% of the portfolio, ranked #61.
IMA Advisory Services first reported a position in FNDX in Q4 2025 and has held it in 3 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.
- IMA Advisory Services held 192,405 shares of Schwab Fundamental US Large Company Index ETF worth $5.98M as of Q2 2026.
- IMA Advisory Services sold 14,631 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $442K.
- Schwab Fundamental US Large Company Index ETF made up 0.37% of IMA Advisory Services's portfolio in Q2 2026, its #61 holding.
- IMA Advisory Services first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
- 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.
Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.