Morton Capital Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Morton Capital Management’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	$202K	Buy	+6,503	New	+$196K	0.03%	156

Other funds holding FNDX

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return

Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

Morton Capital Management's FNDX Position: Q2 2026 in Review

Morton Capital Management opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 6,503 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #156 among its holdings.

258 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Morton Capital Management held 6,503 shares of Schwab Fundamental US Large Company Index ETF worth $202K as of Q2 2026.
Schwab Fundamental US Large Company Index ETF was a new Morton Capital Management position in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up 0.03% of Morton Capital Management's portfolio in Q2 2026, its #156 holding.
258 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.