Jim Simons
FNDX icon

Jim Simons’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Jim Simons’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
Q1 		$3.04M Buy
+109,100
New +$3.09M ﹤0.01% 1656
2025
Q4 		– Sell
-138,800
Closed -$3.65M – 3405
2025
Q3 		$3.65M Buy
138,800
+81,000
+140% +$2.06M ﹤0.01% 1669
2025
Q2 		$1.42M Buy
57,800
+48,900
+549% +$1.14M ﹤0.01% 2315
2025
Q1 		$210K Sell
8,900
-127,900
-93% -$3.09M ﹤0.01% 3059
2024
Q4 		$3.24M Buy
136,800
+79,500
+139% +$1.93M ﹤0.01% 1724
2024
Q3 		$1.37M Buy
57,300
+17,400
+44% +$400K ﹤0.01% 2256
2024
Q2 		$891K Sell
39,900
-139,200
-78% -$3.07M ﹤0.01% 2383
2024
Q1 		$4.02M Sell
179,100
-3,900
-2% -$82.9K 0.01% 1555
2023
Q4 		$3.78M Buy
183,000
+89,100
+95% +$1.71M 0.01% 1528
2023
Q3 		$1.75M Sell
93,900
-1,800
-2% -$34.8K ﹤0.01% 1941
2023
Q2 		$1.84M Buy
+95,700
New +$1.77M ﹤0.01% 2056
2023
Q1 		– Sell
-22,200
Closed -$395K – 4107
2022
Q4 		$395K Sell
22,200
-71,400
-76% -$1.26M ﹤0.01% 3091
2022
Q3 		$1.49M Buy
93,600
+21,300
+29% +$376K ﹤0.01% 2237
2022
Q2 		$1.23M Buy
72,300
+49,800
+221% +$917K ﹤0.01% 2576
2022
Q1 		$439K Sell
22,500
-36,000
-62% -$694K ﹤0.01% 3262
2021
Q4 		$1.14M Sell
58,500
-20,400
-26% -$387K ﹤0.01% 2545
2021
Q3 		$1.42M Buy
78,900
+59,100
+298% +$1.08M ﹤0.01% 2350
2021
Q2 		$361K Buy
19,800
+8,100
+69% +$146K ﹤0.01% 3083
2021
Q1 		$202K Sell
11,700
-54,900
-82% -$895K ﹤0.01% 3148
2020
Q4 		$1M Buy
+66,600
New +$939K ﹤0.01% 2493

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Jim Simons's FNDX Position: Q1 2026 in Review

Jim Simons opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2026: 109,100 shares worth $3.04M. The stake represents ﹤0.01% of the portfolio and ranks #1656 among its holdings. This is a return to the name: Jim Simons previously reported a position in FNDX as recently as Q3 2025.

Jim Simons first reported a position in FNDX in Q4 2020 and has held it in 20 quarters since. The position peaked at $4.02M in Q1 2024. 781 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Jim Simons held 109,100 shares of Schwab Fundamental US Large Company Index ETF worth $3.04M as of Q1 2026.
  • Schwab Fundamental US Large Company Index ETF was a new Jim Simons position in Q1 2026.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1656 holding.
  • Jim Simons first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2020 and has held it in 20 quarters since.
  • Jim Simons's Schwab Fundamental US Large Company Index ETF position peaked at $4.02M in Q1 2024.
  • 781 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.