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Jeter Robert S II’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Jeter Robert S II’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 		$270K Hold
8,604
– – 0.26% 41
2026
Q1 		$261K Buy
+8,604
New +$244K 0.26% 38

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Jeter Robert S II's FNDX Position: Q2 2026 in Review

Jeter Robert S II held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 8,604 shares worth $270K. The position accounts for 0.26% of the portfolio, ranked #41.

Jeter Robert S II first reported a position in FNDX in Q1 2026 and has held it in 2 quarters since. 832 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Jeter Robert S II held 8,604 shares of Schwab Fundamental US Large Company Index ETF worth $270K as of Q2 2026.
  • Jeter Robert S II left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.26% of Jeter Robert S II's portfolio in Q2 2026, its #41 holding.
  • Jeter Robert S II first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 832 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Jeter Robert S II's 13F filing for Q2 2026, filed 14 Jul 2026.