Luminvest Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Luminvest Wealth Management’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	$257K	Hold	8,259	–	–	0.06%	49
2026 Q1	$230K	Hold	8,259	–	–	0.06%	48
2025 Q4	$225K	Buy	+8,259	New	+$221K	0.06%	46

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

Luminvest Wealth Management's FNDX Position: Q2 2026 in Review

Luminvest Wealth Management held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 8,259 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #49.

Luminvest Wealth Management first reported a position in FNDX in Q4 2025 and has held it in 3 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Luminvest Wealth Management held 8,259 shares of Schwab Fundamental US Large Company Index ETF worth $257K as of Q2 2026.
Luminvest Wealth Management left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up 0.06% of Luminvest Wealth Management's portfolio in Q2 2026, its #49 holding.
Luminvest Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Luminvest Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.