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

Investment Research 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 		– Sell
-11,362
Closed -$316K – 283
2026
Q1 		$316K Hold
11,362
– – 0.13% 176
2025
Q4 		$309K Hold
11,362
– – 0.13% 176
2025
Q3 		$304K Buy
+11,362
New +$288K 0.14% 168

Other funds holding FNDX

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
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

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

Investment Research Partners sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026, closing a stake of 11,362 shares — an estimated $316K sold.

Investment Research Partners first reported a position in FNDX in Q3 2025 and held it in 3 quarters. The position peaked at $316K in Q1 2026. 702 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Investment Research Partners reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
  • Investment Research Partners sold 11,362 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $316K.
  • Investment Research Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2025 and held it in 3 quarters.
  • Investment Research Partners's Schwab Fundamental US Large Company Index ETF position peaked at $316K in Q1 2026.
  • 702 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.