Jacobi Capital Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Jacobi Capital Management's FNDX Position: Q2 2026 in Review

Jacobi Capital Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.38% in Q2 2026, buying an estimated $6.16K and bringing the position to 53,944 shares worth $1.68M. The position accounts for 0.08% of the portfolio, ranked #218.

Jacobi Capital Management first reported a position in FNDX in Q2 2018 and has held it in 16 quarters since. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

• Jacobi Capital Management held 53,944 shares of Schwab Fundamental US Large Company Index ETF worth $1.68M as of Q2 2026.
• Jacobi Capital Management bought 204 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $6.16K.
• Schwab Fundamental US Large Company Index ETF made up 0.08% of Jacobi Capital Management's portfolio in Q2 2026, its #218 holding.
• Jacobi Capital Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2018 and has held it in 16 quarters since.
• 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.