GIL
FNDX icon

Go Invest LLC’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Go Invest LLC’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 		$1.82M Buy
58,586
+16,976
+41% +$512K 0.43% 11
2026
Q1 		$1.16M Buy
41,610
+5,943
+17% +$168K 0.33% 12
2025
Q4 		$971K Buy
+35,667
New +$954K 0.32% 15

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 22.94% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return

Go Invest LLC's FNDX Position: Q2 2026 in Review

Go Invest LLC increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 41% in Q2 2026, buying an estimated $512K and bringing the position to 58,586 shares worth $1.82M. The position accounts for 0.43% of the portfolio, ranked #11.

Go Invest LLC first reported a position in FNDX in Q4 2025 and has held it in 3 quarters since. 490 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Go Invest LLC held 58,586 shares of Schwab Fundamental US Large Company Index ETF worth $1.82M as of Q2 2026.
  • Go Invest LLC bought 16,976 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $512K.
  • Schwab Fundamental US Large Company Index ETF made up 0.43% of Go Invest LLC's portfolio in Q2 2026, its #11 holding.
  • Go Invest LLC first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 490 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Go Invest LLC's 13F filing for Q2 2026, filed 5 Aug 2026.