McCarley & Cook Financial Planners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

McCarley & Cook Financial Planners’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 Q3	$61.9K	Hold	1,968	–	–	0.05%	87
2026 Q2	$61.2K	Hold	1,968	–	–	0.05%	85
2026 Q1	$54.8K	Buy	+1,968	New	+$55.8K	0.05%	92

Other funds holding FNDX

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

McCarley & Cook Financial Planners's FNDX Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q3 2026 at 1,968 shares worth $61.9K. The position accounts for 0.05% of the portfolio, ranked #87.

McCarley & Cook Financial Planners first reported a position in FNDX in Q1 2026 and has held it in 3 quarters since. 269 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

McCarley & Cook Financial Planners held 1,968 shares of Schwab Fundamental US Large Company Index ETF worth $61.9K as of Q3 2026.
McCarley & Cook Financial Planners left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q3 2026.
Schwab Fundamental US Large Company Index ETF made up 0.05% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #87 holding.
McCarley & Cook Financial Planners first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2026 and has held it in 3 quarters since.
269 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.