MML Investors Services
FNDX icon

MML Investors Services’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

MML Investors Services’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 		$21.2M Buy
680,293
+135,906
+25% +$4.1M 0.04% 391
2026
Q1 		$15.2M Buy
544,387
+98,361
+22% +$2.79M 0.04% 414
2025
Q4 		$12.1M Buy
446,026
+90,201
+25% +$2.41M 0.03% 509
2025
Q3 		$9.36M Sell
355,825
-46,792
-12% -$1.19M 0.03% 571
2025
Q2 		$9.88M Buy
402,617
+55,745
+16% +$1.3M 0.03% 528
2025
Q1 		$8.19M Buy
346,872
+12,889
+4% +$312K 0.03% 548
2024
Q4 		$7.91M Buy
333,983
+47,354
+17% +$1.15M 0.03% 529
2024
Q3 		$6.86M Buy
286,629
+13,581
+5% +$312K 0.03% 570
2024
Q2 		$6.1M Buy
273,048
+30,336
+12% +$669K 0.02% 575
2024
Q1 		$5.45M Buy
242,712
+15,411
+7% +$328K 0.02% 608
2023
Q4 		$4.69M Buy
227,301
+22,542
+11% +$434K 0.02% 624
2023
Q3 		$3.82M Buy
204,759
+14,631
+8% +$283K 0.02% 645
2023
Q2 		$3.65M Buy
190,128
+25,608
+16% +$473K 0.02% 654
2023
Q1 		$3.01M Buy
164,520
+2,352
+1% +$43.2K 0.02% 632
2022
Q4 		$2.89M Buy
162,168
+4,188
+3% +$74.1K 0.02% 679
2022
Q3 		$2.52M Buy
157,980
+16,197
+11% +$286K 0.02% 666
2022
Q2 		$2.41M Sell
141,783
-123,789
-47% -$2.28M 0.02% 682
2022
Q1 		$5.18M Buy
265,572
+195,633
+280% +$3.77M 0.04% 434
2021
Q4 		$1.37M Buy
69,939
+35,781
+105% +$679K 0.01% 928
2021
Q3 		$614K Buy
34,158
+5,559
+19% +$102K ﹤0.01% 1246
2021
Q2 		$522K Buy
28,599
+3,690
+15% +$66.7K ﹤0.01% 1303
2021
Q1 		$429K Sell
24,909
-7,404
-23% -$121K ﹤0.01% 1336
2020
Q4 		$488K Sell
32,313
-9,804
-23% -$138K 0.01% 1167
2020
Q3 		$544K Sell
42,117
-222,996
-84% -$2.9M 0.01% 1005
2020
Q2 		$3.26M Buy
265,113
+4,539
+2% +$53.5K 0.04% 358
2020
Q1 		$2.72M Buy
260,574
+37,923
+17% +$494K 0.05% 329
2019
Q4 		$3.17M Buy
222,651
+20,769
+10% +$284K 0.05% 364
2019
Q3 		$2.66M Buy
201,882
+8,442
+4% +$110K 0.04% 359
2019
Q2 		$2.52M Buy
193,440
+4,632
+2% +$59.3K 0.04% 402
2019
Q1 		$2.39M Buy
188,808
+1,845
+1% +$22.7K 0.04% 401
2018
Q4 		$2.12M Buy
186,963
+7,839
+4% +$96.7K 0.04% 398
2018
Q3 		$2.37M Buy
179,124
+35,493
+25% +$461K 0.04% 394
2018
Q2 		$1.79M Buy
143,631
+23,724
+20% +$295K 0.04% 382
2018
Q1 		$1.45M Buy
119,907
+2,400
+2% +$30.2K 0.03% 426
2017
Q4 		$1.47M Buy
117,507
+11,859
+11% +$143K 0.03% 426
2017
Q3 		$1.24M Buy
105,648
+6,081
+6% +$69.5K 0.03% 443
2017
Q2 		$1.12M Buy
+99,567
New +$1.12M 0.02% 472

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

MML Investors Services's FNDX Position: Q2 2026 in Review

MML Investors Services increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 25% in Q2 2026, buying an estimated $4.1M and bringing the position to 680,293 shares worth $21.2M. The position accounts for 0.04% of the portfolio, ranked #391.

MML Investors Services first reported a position in FNDX in Q2 2017 and has held it in 37 quarters since. 569 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • MML Investors Services held 680,293 shares of Schwab Fundamental US Large Company Index ETF worth $21.2M as of Q2 2026.
  • MML Investors Services bought 135,906 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $4.1M.
  • Schwab Fundamental US Large Company Index ETF made up 0.04% of MML Investors Services's portfolio in Q2 2026, its #391 holding.
  • MML Investors Services first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2017 and has held it in 37 quarters since.
  • 569 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.