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Johnson Financial Group Inc (Wisconsin)’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$284K Sell
9,135
-150
-2% -$4.53K 0.01% 285
2026
Q1 		$259K Hold
9,285
– – 0.01% 290
2025
Q4 		$253K Hold
9,285
– – 0.01% 298
2025
Q3 		$244K Sell
9,285
-2,150
-19% -$54.6K 0.01% 326
2025
Q2 		$281K Buy
11,435
+45
+0.4% +$1.05K 0.01% 265
2025
Q1 		$269K Hold
11,390
– – 0.01% 305
2024
Q4 		$281K Buy
11,390
+10,154
+822% +$246K 0.01% 262
2024
Q3 		$29.6K Hold
1,236
– – ﹤0.01% 568
2024
Q2 		$27.7K Sell
1,236
-90
-7% -$1.98K ﹤0.01% 491
2024
Q1 		$29.8K Sell
1,326
-282
-18% -$6K ﹤0.01% 475
2023
Q4 		$33.2K Buy
1,608
+1,164
+262% +$22.4K ﹤0.01% 492
2023
Q3 		$8.28K Sell
444
-630
-59% -$12.2K ﹤0.01% 542
2023
Q2 		$20.6K Buy
+1,074
New +$19.8K ﹤0.01% 493

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BFA
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SCM
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Johnson Financial Group Inc (Wisconsin)'s FNDX Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.6% in Q2 2026, selling an estimated $4.53K and leaving 9,135 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #285.

Johnson Financial Group Inc (Wisconsin) first reported a position in FNDX in Q2 2023 and has held it in 13 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 9,135 shares of Schwab Fundamental US Large Company Index ETF worth $284K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 150 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $4.53K.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #285 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2023 and has held it in 13 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.