Moisand Fitzgerald Tamayo’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Moisand Fitzgerald Tamayo’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	$5.88K	Hold	189	–	–	﹤0.01%	418
2026 Q1	$5.26K	Hold	189	–	–	﹤0.01%	402
2025 Q4	$5.14K	Hold	189	–	–	﹤0.01%	404
2025 Q3	$4.97K	Hold	189	–	–	﹤0.01%	423
2025 Q2	$4.64K	Hold	189	–	–	﹤0.01%	421
2025 Q1	$4.46K	Hold	189	–	–	﹤0.01%	423
2024 Q4	$4.48K	Hold	189	–	–	﹤0.01%	431
2024 Q3	$4.52K	Hold	189	–	–	﹤0.01%	446
2024 Q2	$4.22K	Hold	189	–	–	﹤0.01%	412
2024 Q1	$4.25K	Sell	189 -186	-50%	-$3.95K	﹤0.01%	403
2023 Q4	$7.74K	Buy	+375	New	+$7.21K	﹤0.01%	369
2022 Q4	–	Sell	-492	Closed	-$8K	–	805
2022 Q3	$8K	Buy	+492	New	+$8.68K	﹤0.01%	303
2021 Q1	–	Sell	-1,203	Closed	-$18K	–	369
2020 Q4	$18K	Buy	+1,203	New	+$17K	0.01%	179

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

Moisand Fitzgerald Tamayo's FNDX Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 189 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Moisand Fitzgerald Tamayo first reported a position in FNDX in Q4 2020 and has held it in 13 quarters since. The position peaked at $18K in Q4 2020. 836 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Moisand Fitzgerald Tamayo held 189 shares of Schwab Fundamental US Large Company Index ETF worth $5.88K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #418 holding.
Moisand Fitzgerald Tamayo first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2020 and has held it in 13 quarters since.
Moisand Fitzgerald Tamayo's Schwab Fundamental US Large Company Index ETF position peaked at $18K in Q4 2020.
836 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.