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Maryland Capital Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Maryland Capital 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 		$14.3K Buy
+460
New +$13.9K ﹤0.01% 190
2025
Q4 		$12.5K Hold
459
– – ﹤0.01% 191
2025
Q3 		$12.1K Buy
+459
New +$11.7K ﹤0.01% 183

Other funds holding FNDX

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
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
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Maryland Capital Advisors's FNDX Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 460 shares worth $14.3K. The stake represents ﹤0.01% of the portfolio and ranks #190 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in FNDX as recently as Q4 2025.

Maryland Capital Advisors first reported a position in FNDX in Q3 2025 and has held it in 3 quarters since. 569 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Maryland Capital Advisors held 460 shares of Schwab Fundamental US Large Company Index ETF worth $14.3K as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new Maryland Capital Advisors position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Maryland Capital Advisors's portfolio in Q2 2026, its #190 holding.
  • Maryland Capital Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2025 and has held it in 3 quarters since.
  • 569 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.