Marco Investment Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Marco Investment 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	–	Sell	-8,404	Closed	-$234K	–	248
2026 Q1	$234K	Hold	8,404	–	–	0.02%	217
2025 Q4	$229K	Hold	8,404	–	–	0.02%	211
2025 Q3	$221K	Buy	8,404 +126	+2%	+$3.2K	0.02%	208
2025 Q2	$203K	Buy	+8,278	New	+$193K	0.02%	215

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

Marco Investment Management's FNDX Position: Q2 2026 in Review

Marco Investment Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026, closing a stake of 8,404 shares — an estimated $234K sold.

Marco Investment Management first reported a position in FNDX in Q2 2025 and held it in 4 quarters. The position peaked at $234K in Q1 2026. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Marco Investment Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
Marco Investment Management sold 8,404 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $234K.
Marco Investment Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2025 and held it in 4 quarters.
Marco Investment Management's Schwab Fundamental US Large Company Index ETF position peaked at $234K in Q1 2026.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Marco Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.