LBMC Investment Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

LBMC Investment Advisors’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	$1.83M	Hold	58,923	–	–	0.1%	83
2026 Q1	$1.64M	Hold	58,923	–	–	0.1%	83
2025 Q4	$1.6M	Hold	58,923	–	–	0.1%	80
2025 Q3	$1.55M	Sell	58,923 -4,006	-6%	-$102K	0.1%	82
2025 Q2	$1.54M	Hold	62,929	–	–	0.11%	73
2025 Q1	$1.49M	Sell	62,929 -5,701	-8%	-$138K	0.12%	68
2024 Q4	$1.63M	Buy	68,630 +5	+0%	+$121	0.13%	63
2024 Q3	$1.64M	Buy	68,625 +6	+0%	+$138	0.13%	59
2024 Q2	$1.53M	Hold	68,619	–	–	0.13%	59
2024 Q1	$1.54M	Buy	68,619 +6	+0%	+$128	0.13%	59
2023 Q4	$1.42M	Buy	68,613 +3	+0%	+$58	0.13%	49
2023 Q3	$1.26M	Sell	68,610 -912	-1%	-$17.6K	0.13%	49
2023 Q2	$1.33M	Buy	69,522 +3	+0%	+$55	0.13%	49
2023 Q1	$1.27M	Hold	69,519	–	–	0.13%	50
2022 Q4	$1.24M	Buy	69,519 +2,403	+4%	+$42.5K	0.13%	44
2022 Q3	$1.07M	Sell	67,116 -8,103	-11%	-$143K	0.12%	51
2022 Q2	$1.28M	Buy	75,219 +17,814	+31%	+$328K	0.14%	44
2022 Q1	$1.12M	Hold	57,405	–	–	0.1%	52
2021 Q4	$1.12M	Buy	57,405 +9,354	+19%	+$178K	0.1%	57
2021 Q3	$1.03K	Sell	48,051 -7,326	-13%	-$134K	0.1%	58
2021 Q2	$1.01M	Sell	55,377 -2,037	-4%	-$36.8K	0.1%	61
2021 Q1	$989K	Buy	57,414 +2,037	+4%	+$33.2K	0.1%	53
2020 Q4	$836K	Buy	55,377 +1,800	+3%	+$25.4K	0.1%	52
2020 Q3	$692K	Hold	53,577	–	–	0.1%	54
2020 Q2	$658K	Hold	53,577	–	–	0.1%	47
2020 Q1	$560K	Hold	53,577	–	–	0.1%	43
2019 Q4	$762K	Hold	53,577	–	–	0.11%	44
2019 Q3	$706K	Hold	53,577	–	–	0.11%	45
2019 Q2	$698K	Hold	53,577	–	–	0.11%	47
2019 Q1	$678K	Hold	53,577	–	–	0.11%	44
2018 Q4	$607K	Hold	53,577	–	–	0.11%	50
2018 Q3	$709K	Hold	53,577	–	–	0.11%	45
2018 Q2	$667K	Buy	+53,577	New	+$667K	0.11%	47

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

LBMC Investment Advisors's FNDX Position: Q2 2026 in Review

LBMC Investment Advisors held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 58,923 shares worth $1.83M. The position accounts for 0.1% of the portfolio, ranked #83.

LBMC Investment Advisors first reported a position in FNDX in Q2 2018 and has held it in 33 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

LBMC Investment Advisors held 58,923 shares of Schwab Fundamental US Large Company Index ETF worth $1.83M as of Q2 2026.
LBMC Investment Advisors left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up 0.1% of LBMC Investment Advisors's portfolio in Q2 2026, its #83 holding.
LBMC Investment Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2018 and has held it in 33 quarters since.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.