Investors Research Corp’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Investors Research Corp’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	–	Sell	-426	Closed	-$11.6K	–	883
2025 Q4	$11.6K	Hold	426	–	–	﹤0.01%	611
2025 Q3	$11.2K	Sell	426 -165	-28%	-$4.19K	﹤0.01%	629
2025 Q2	$14.5K	Hold	591	–	–	﹤0.01%	627
2025 Q1	$14K	Sell	591 -426	-42%	-$10.3K	﹤0.01%	639
2024 Q4	$24.1K	Hold	1,017	–	–	0.01%	564
2024 Q3	$24.3K	Hold	1,017	–	–	0.01%	572
2024 Q2	$22.7K	Hold	1,017	–	–	0.01%	607
2024 Q1	$22.8K	Sell	1,017 -498	-33%	-$10.6K	0.01%	606
2023 Q4	$31.3K	Sell	1,515 -123	-8%	-$2.37K	0.01%	570
2023 Q3	$30.6K	Hold	1,638	–	–	0.01%	581
2023 Q2	$31.4K	Hold	1,638	–	–	0.01%	584
2023 Q1	$30K	Buy	1,638 +102	+7%	+$1.87K	0.01%	600
2022 Q4	$27.4K	Hold	1,536	–	–	0.01%	611
2022 Q3	$24K	Hold	1,536	–	–	0.01%	615
2022 Q2	$26K	Buy	1,536 +123	+9%	+$2.26K	0.01%	603
2022 Q1	$28K	Hold	1,413	–	–	0.01%	598
2021 Q4	$28K	Hold	1,413	–	–	0.01%	608
2021 Q3	$25K	Buy	+1,413	New	+$25.9K	0.01%	633

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

SEIA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Investors Research Corp's FNDX Position: Q1 2026 in Review

Investors Research Corp sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2026, closing a stake of 426 shares — an estimated $11.6K sold.

Investors Research Corp first reported a position in FNDX in Q3 2021 and held it in 18 quarters. The position peaked at $31.4K in Q2 2023. 785 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

Investors Research Corp reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2026 after selling out during the quarter.
Investors Research Corp sold 426 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $11.6K.
Investors Research Corp first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2021 and held it in 18 quarters.
Investors Research Corp's Schwab Fundamental US Large Company Index ETF position peaked at $31.4K in Q2 2023.
785 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Investors Research Corp's 13F filing for Q1 2026, filed 3 Apr 2026.