LTL
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Lowery Thomas LLC’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Lowery Thomas LLC’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 		$11.5M Sell
368,588
-7,319
-2% -$221K 5.6% 5
2026
Q1 		$10.5M Buy
375,907
+8,937
+2% +$253K 5.99% 4
2025
Q4 		$9.99M Sell
366,970
-4,895
-1% -$131K 5.64% 4
2025
Q3 		$9.78M Buy
371,865
+20,596
+6% +$523K 5.65% 4
2025
Q2 		$8.62M Sell
351,269
-12,205
-3% -$284K 5.52% 5
2025
Q1 		$8.58M Buy
363,474
+325
+0.1% +$7.86K 5.87% 4
2024
Q4 		$8.6M Buy
363,149
+13,235
+4% +$321K 5.61% 4
2024
Q3 		$8.37M Buy
349,914
+23,595
+7% +$543K 5.68% 4
2024
Q2 		$7.29M Buy
326,319
+11,469
+4% +$253K 5.32% 6
2024
Q1 		$7.07M Buy
314,850
+24,117
+8% +$513K 5.41% 6
2023
Q4 		$6M Buy
290,733
+24,573
+9% +$473K 5.15% 6
2023
Q3 		$4.97M Buy
266,160
+10,473
+4% +$203K 4.75% 8
2023
Q2 		$4.91M Buy
255,687
+8,313
+3% +$154K 4.82% 7
2023
Q1 		$4.53M Sell
247,374
-4,242
-2% -$77.8K 4.99% 6
2022
Q4 		$4.48M Buy
+251,616
New +$4.45M 5.38% 6

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

Lowery Thomas LLC's FNDX Position: Q2 2026 in Review

Lowery Thomas LLC reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.9% in Q2 2026, selling an estimated $221K and leaving 368,588 shares worth $11.5M. The position accounts for 5.6% of the portfolio, ranked #5.

Lowery Thomas LLC first reported a position in FNDX in Q4 2022 and has held it in 15 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Lowery Thomas LLC held 368,588 shares of Schwab Fundamental US Large Company Index ETF worth $11.5M as of Q2 2026.
  • Lowery Thomas LLC sold 7,319 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $221K.
  • Schwab Fundamental US Large Company Index ETF made up 5.6% of Lowery Thomas LLC's portfolio in Q2 2026, its #5 holding.
  • Lowery Thomas LLC first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2022 and has held it in 15 quarters since.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.