J.E. Simmons & Co’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
Other funds holding FNDX
ML
BFA
SEIA
SCM
J.E. Simmons & Co's FNDX Position: Q2 2026 in Review
J.E. Simmons & Co reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.8% in Q2 2026, selling an estimated $222K and leaving 409,362 shares worth $12.7M. The position accounts for 7.17% of the portfolio, ranked #4.
J.E. Simmons & Co first reported a position in FNDX in Q4 2025 and has held it in 3 quarters since. 836 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.
- J.E. Simmons & Co held 409,362 shares of Schwab Fundamental US Large Company Index ETF worth $12.7M as of Q2 2026.
- J.E. Simmons & Co sold 7,361 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $222K.
- Schwab Fundamental US Large Company Index ETF made up 7.17% of J.E. Simmons & Co's portfolio in Q2 2026, its #4 holding.
- J.E. Simmons & Co first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
- 836 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.
Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.