Main Street Research’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Main Street Research’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	$266K	Hold	8,541	–	–	0.01%	122
2026 Q1	$238K	Sell	8,541 -1,418	-14%	-$40.2K	0.01%	128
2025 Q4	$271K	Buy	9,959 +1,418	+17%	+$37.9K	0.02%	109
2025 Q3	$225K	Hold	8,541	–	–	0.01%	120
2025 Q2	$210K	Buy	+8,541	New	+$199K	0.01%	115
2024 Q1	–	Sell	-13,728	Closed	-$283K	–	113
2023 Q4	$283K	Buy	+13,728	New	+$264K	0.02%	86

Other funds holding FNDX

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

RWM

Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

TNA

True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Main Street Research's FNDX Position: Q2 2026 in Review

Main Street Research held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 8,541 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #122.

Main Street Research first reported a position in FNDX in Q4 2023 and has held it in 6 quarters since. The position peaked at $283K in Q4 2023. 391 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Main Street Research held 8,541 shares of Schwab Fundamental US Large Company Index ETF worth $266K as of Q2 2026.
Main Street Research left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up 0.01% of Main Street Research's portfolio in Q2 2026, its #122 holding.
Main Street Research first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 6 quarters since.
Main Street Research's Schwab Fundamental US Large Company Index ETF position peaked at $283K in Q4 2023.
391 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Main Street Research's 13F filing for Q2 2026, filed 29 Jul 2026.