May Barnhard Investments’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

May Barnhard Investments’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	$1.01M	Sell	32,623 -3,974	-11%	-$120K	0.41%	46
2026 Q1	$1.02M	Sell	36,597 -1,061	-3%	-$30.1K	0.49%	41
2025 Q4	$1.02M	Sell	37,658 -354	-0.9%	-$9.47K	0.48%	39
2025 Q3	$1,000K	Sell	38,012 -526	-1%	-$13.4K	0.46%	42
2025 Q2	$946K	Buy	38,538 +1,715	+5%	+$39.9K	0.44%	45
2025 Q1	$869K	Sell	36,823 -2,528	-6%	-$61.1K	0.43%	45
2024 Q4	$932K	Buy	39,351 +18,675	+90%	+$453K	0.44%	45
2024 Q3	$495K	Buy	20,676 +6,969	+51%	+$160K	0.24%	60
2024 Q2	$306K	Buy	+13,707	New	+$302K	0.16%	68

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

May Barnhard Investments's FNDX Position: Q2 2026 in Review

May Barnhard Investments reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 11% in Q2 2026, selling an estimated $120K and leaving 32,623 shares worth $1.01M. The position accounts for 0.41% of the portfolio, ranked #46.

May Barnhard Investments first reported a position in FNDX in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.02M in Q4 2025. 413 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

May Barnhard Investments held 32,623 shares of Schwab Fundamental US Large Company Index ETF worth $1.01M as of Q2 2026.
May Barnhard Investments sold 3,974 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $120K.
Schwab Fundamental US Large Company Index ETF made up 0.41% of May Barnhard Investments's portfolio in Q2 2026, its #46 holding.
May Barnhard Investments first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2024 and has held it in 9 quarters since.
May Barnhard Investments's Schwab Fundamental US Large Company Index ETF position peaked at $1.02M in Q4 2025.
413 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.