Index Fund Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Index Fund Advisors’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 Q1	$315K	Buy	11,325 +483	+4%	+$13.7K	0.01%	104
2025 Q4	$295K	Hold	10,842	–	–	0.01%	121
2025 Q3	$285K	Hold	10,842	–	–	0.01%	118
2025 Q2	$266K	Hold	10,842	–	–	0.01%	125
2025 Q1	$256K	Sell	10,842 -1,364	-11%	-$33K	0.02%	77
2024 Q4	$289K	Buy	12,206 +5	+0%	+$121	0.02%	84
2024 Q3	$292K	Buy	12,201 +12	+0.1%	+$276	0.02%	82
2024 Q2	$272K	Hold	12,189	–	–	0.02%	79
2024 Q1	$274K	Buy	12,189 +6	+0%	+$128	0.02%	80
2023 Q4	$252K	Buy	12,183 +9	+0.1%	+$173	0.01%	78
2023 Q3	$227K	Buy	12,174 +6	+0%	+$116	0.02%	81
2023 Q2	$234K	Buy	+12,168	New	+$225K	0.02%	76
2022 Q2	–	Sell	-10,842	Closed	-$211K	–	93
2022 Q1	$211K	Hold	10,842	–	–	0.02%	93
2021 Q4	$212K	Buy	+10,842	New	+$206K	0.02%	93

Other funds holding FNDX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Index Fund Advisors's FNDX Position: Q1 2026 in Review

Index Fund Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 4.5% in Q1 2026, buying an estimated $13.7K and bringing the position to 11,325 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #104.

Index Fund Advisors first reported a position in FNDX in Q4 2021 and has held it in 14 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

Index Fund Advisors held 11,325 shares of Schwab Fundamental US Large Company Index ETF worth $315K as of Q1 2026.
Index Fund Advisors bought 483 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $13.7K.
Schwab Fundamental US Large Company Index ETF made up 0.01% of Index Fund Advisors's portfolio in Q1 2026, its #104 holding.
Index Fund Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and has held it in 14 quarters since.
776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.