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Nabity-Jensen Investment Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Nabity-Jensen Investment 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 		$2.01M Buy
64,624
+1,695
+3% +$51.2K 1.23% 21
2026
Q1 		$1.75M Buy
62,929
+4,244
+7% +$120K 1.22% 21
2025
Q4 		$1.6M Buy
58,685
+22,660
+63% +$606K 1.08% 22
2025
Q3 		$947K Buy
36,025
+518
+1% +$13.2K 0.66% 32
2025
Q2 		$871K Hold
35,507
– – 0.64% 32
2025
Q1 		$838K Buy
35,507
+2,389
+7% +$57.8K 0.67% 32
2024
Q4 		$784K Buy
33,118
+6,580
+25% +$160K 0.59% 33
2024
Q3 		$635K Buy
+26,538
New +$611K 0.49% 41

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

Nabity-Jensen Investment Management's FNDX Position: Q2 2026 in Review

Nabity-Jensen Investment Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 2.7% in Q2 2026, buying an estimated $51.2K and bringing the position to 64,624 shares worth $2.01M. The position accounts for 1.23% of the portfolio, ranked #21.

Nabity-Jensen Investment Management first reported a position in FNDX in Q3 2024 and has held it in 8 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Nabity-Jensen Investment Management held 64,624 shares of Schwab Fundamental US Large Company Index ETF worth $2.01M as of Q2 2026.
  • Nabity-Jensen Investment Management bought 1,695 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $51.2K.
  • Schwab Fundamental US Large Company Index ETF made up 1.23% of Nabity-Jensen Investment Management's portfolio in Q2 2026, its #21 holding.
  • Nabity-Jensen Investment Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2024 and has held it in 8 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.