Mercer Global Advisors
FNDX icon

Mercer Global Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Mercer Global 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 		$14.1M Buy
452,039
+59,979
+15% +$1.81M 0.02% 460
2026
Q1 		$10.9M Buy
392,060
+11,875
+3% +$337K 0.02% 479
2025
Q4 		$10.3M Buy
380,185
+84,030
+28% +$2.25M 0.02% 479
2025
Q3 		$7.79M Buy
296,155
+15,047
+5% +$382K 0.01% 528
2025
Q2 		$6.9M Buy
281,108
+4,224
+2% +$98.3K 0.01% 487
2025
Q1 		$6.54M Buy
276,884
+45,372
+20% +$1.1M 0.02% 475
2024
Q4 		$5.48M Sell
231,512
-380,773
-62% -$9.23M 0.01% 519
2024
Q3 		$4.89M Buy
612,285
+392,619
+179% +$9.03M 0.01% 504
2024
Q2 		$4.9M Buy
219,666
+22,737
+12% +$501K 0.01% 461
2024
Q1 		$4.42M Sell
196,929
-33,462
-15% -$711K 0.01% 491
2023
Q4 		$4.76M Buy
230,391
+102,420
+80% +$1.97M 0.01% 486
2023
Q3 		$2.39M Buy
127,971
+8,259
+7% +$160K 0.01% 645
2023
Q2 		$2.3M Buy
119,712
+6,483
+6% +$120K 0.01% 687
2023
Q1 		$2.07M Sell
113,229
-18,411
-14% -$338K 0.01% 667
2022
Q4 		$2.35M Buy
131,640
+3,192
+2% +$56.5K 0.01% 653
2022
Q3 		$2.04M Buy
128,448
+24,606
+24% +$434K 0.01% 619
2022
Q2 		$1.76M Buy
103,842
+14,589
+16% +$269K 0.01% 650
2022
Q1 		$1.74M Buy
89,253
+330
+0.4% +$6.36K 0.01% 688
2021
Q4 		$1.74M Sell
88,923
-1,191
-1% -$22.6K 0.01% 671
2021
Q3 		$1.62M Buy
90,114
+19,830
+28% +$364K 0.01% 686
2021
Q2 		$1.28M Sell
70,284
-9,198
-12% -$166K 0.01% 736
2021
Q1 		$1.37M Buy
79,482
+12,489
+19% +$204K 0.01% 677
2020
Q4 		$1.01M Buy
66,993
+16,146
+32% +$228K 0.01% 601
2020
Q3 		$656K Buy
+50,847
New +$661K 0.01% 687
2020
Q2 		– Sell
-36,294
Closed -$379K – 1062
2020
Q1 		$379K Buy
36,294
+14,685
+68% +$191K 0.01% 744
2019
Q4 		$307K Sell
21,609
-8,994
-29% -$123K 0.01% 910
2019
Q3 		$403K Sell
30,603
-1,140
-4% -$14.9K 0.01% 777
2019
Q2 		$414K Buy
31,743
+11,670
+58% +$150K 0.01% 755
2019
Q1 		$254K Buy
+20,073
New +$247K 0.01% 888

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
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
Ameriprise
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
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

Mercer Global Advisors's FNDX Position: Q2 2026 in Review

Mercer Global Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 15% in Q2 2026, buying an estimated $1.81M and bringing the position to 452,039 shares worth $14.1M. The position accounts for 0.02% of the portfolio, ranked #460.

Mercer Global Advisors first reported a position in FNDX in Q1 2019 and has held it in 29 quarters since. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Mercer Global Advisors held 452,039 shares of Schwab Fundamental US Large Company Index ETF worth $14.1M as of Q2 2026.
  • Mercer Global Advisors bought 59,979 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $1.81M.
  • Schwab Fundamental US Large Company Index ETF made up 0.02% of Mercer Global Advisors's portfolio in Q2 2026, its #460 holding.
  • Mercer Global Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2019 and has held it in 29 quarters since.
  • 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.