Nalls Sherbakoff Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Nalls Sherbakoff Group’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	$1.01M	Buy	32,408 +27	+0.1%	+$815	0.72%	28
2026 Q1	$902K	Buy	32,381 +96	+0.3%	+$2.72K	0.66%	32
2025 Q4	$878K	Sell	32,285 -22,590	-41%	-$604K	0.63%	35
2025 Q3	$1.44M	Sell	54,875 -2,414	-4%	-$61.3K	0.97%	23
2025 Q2	$1.41M	Buy	57,289 +35	+0.1%	+$814	1.02%	20
2025 Q1	$1.35M	Buy	+57,254	New	+$1.38M	1.1%	20
2023 Q4	$1.46M	Buy	70,710 +351	+0.5%	+$6.75K	1.3%	18
2023 Q3	$1.31M	Sell	70,359 -1,719	-2%	-$33.2K	1.28%	17
2023 Q2	$1.3M	Sell	72,078 -114	-0.2%	-$2.11K	1.28%	17
2023 Q1	$1.31M	Buy	+72,192	New	+$1.32M	1.3%	15
2018 Q4	$1.14M	Buy	+100,194	New	+$1.24M	1.81%	10

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

Nalls Sherbakoff Group's FNDX Position: Q2 2026 in Review

Nalls Sherbakoff Group increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.08% in Q2 2026, buying an estimated $815 and bringing the position to 32,408 shares worth $1.01M. The position accounts for 0.72% of the portfolio, ranked #28.

Nalls Sherbakoff Group first reported a position in FNDX in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.46M in Q4 2023. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Nalls Sherbakoff Group held 32,408 shares of Schwab Fundamental US Large Company Index ETF worth $1.01M as of Q2 2026.
Nalls Sherbakoff Group bought 27 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $815.
Schwab Fundamental US Large Company Index ETF made up 0.72% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #28 holding.
Nalls Sherbakoff Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Schwab Fundamental US Large Company Index ETF position peaked at $1.46M in Q4 2023.
839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.