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Ironwood Investment Counsel’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Ironwood Investment Counsel’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 		$17.5M Buy
563,849
+42,350
+8% +$1.28M 2.3% 6
2026
Q1 		$14.5M Buy
521,499
+30,534
+6% +$865K 2.09% 8
2025
Q4 		$13.4M Buy
490,965
+14,032
+3% +$375K 1.87% 8
2025
Q3 		$12.5M Buy
476,933
+23,454
+5% +$595K 1.83% 9
2025
Q2 		$11.1M Buy
453,479
+76,613
+20% +$1.78M 1.72% 11
2025
Q1 		$8.9M Buy
376,866
+29,282
+8% +$708K 1.54% 11
2024
Q4 		$8.23M Buy
347,584
+19,423
+6% +$471K 1.41% 13
2024
Q3 		$7.85M Buy
328,161
+48,288
+17% +$1.11M 1.31% 17
2024
Q2 		$6.25M Buy
279,873
+38,256
+16% +$843K 1.12% 22
2024
Q1 		$5.43M Buy
241,617
+22,473
+10% +$478K 0.95% 36
2023
Q4 		$4.52M Buy
219,144
+4,287
+2% +$82.4K 0.85% 38
2023
Q3 		$4.01M Buy
214,857
+8,289
+4% +$160K 0.84% 40
2023
Q2 		$3.96M Buy
206,568
+4,911
+2% +$90.7K 0.89% 37
2023
Q1 		$3.69M Sell
201,657
-984
-0.5% -$18.1K 0.88% 39
2022
Q4 		$3.61M Buy
202,641
+53,433
+36% +$945K 0.88% 38
2022
Q3 		$2.38M Buy
149,208
+46,011
+45% +$812K 0.68% 48
2022
Q2 		$1.75M Buy
103,197
+15,540
+18% +$286K 0.49% 63
2022
Q1 		$1.71M Buy
87,657
+9,927
+13% +$191K 0.42% 68
2021
Q4 		$1.52M Sell
77,730
-2,421
-3% -$46K 0.35% 69
2021
Q3 		$1.44M Buy
80,151
+4,563
+6% +$83.8K 0.37% 67
2021
Q2 		$1.38M Sell
75,588
-264
-0.3% -$4.77K 0.37% 67
2021
Q1 		$1.31M Buy
75,852
+2,184
+3% +$35.6K 0.38% 68
2020
Q4 		$1.11M Buy
73,668
+2,835
+4% +$40K 0.25% 88
2020
Q3 		$914K Sell
70,833
-15,531
-18% -$202K 0.25% 91
2020
Q2 		$1.06M Buy
86,364
+1,551
+2% +$18.3K 0.32% 71
2020
Q1 		$885K Buy
84,813
+690
+0.8% +$8.99K 0.35% 70
2019
Q4 		$1.2M Sell
84,123
-12,450
-13% -$170K 0.41% 60
2019
Q3 		$1.27M Buy
96,573
+4,824
+5% +$62.9K 0.47% 60
2019
Q2 		$1.2M Buy
91,749
+4,473
+5% +$57.3K 0.46% 64
2019
Q1 		$1.1M Buy
87,276
+17,886
+26% +$220K 0.43% 65
2018
Q4 		$785K Buy
69,390
+20,223
+41% +$249K 0.34% 69
2018
Q3 		$650K Buy
49,167
+7,479
+18% +$97.2K 0.25% 87
2018
Q2 		$518K Buy
+41,688
New +$519K 0.23% 85

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
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ironwood Investment Counsel's FNDX Position: Q2 2026 in Review

Ironwood Investment Counsel increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 8.1% in Q2 2026, buying an estimated $1.28M and bringing the position to 563,849 shares worth $17.5M. The position accounts for 2.3% of the portfolio, ranked #6.

Ironwood Investment Counsel first reported a position in FNDX in Q2 2018 and has held it in 33 quarters since. 569 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Ironwood Investment Counsel held 563,849 shares of Schwab Fundamental US Large Company Index ETF worth $17.5M as of Q2 2026.
  • Ironwood Investment Counsel bought 42,350 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $1.28M.
  • Schwab Fundamental US Large Company Index ETF made up 2.3% of Ironwood Investment Counsel's portfolio in Q2 2026, its #6 holding.
  • Ironwood Investment Counsel first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2018 and has held it in 33 quarters since.
  • 569 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.