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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.5M Sell
401,950
-16,675
-4% -$503K 8.33% 2
2026
Q1
$11.7M Sell
418,625
-793
-0.2% -$22.5K 8.94% 3
2025
Q4
$11.4M Buy
419,418
+5,863
+1% +$157K 8.63% 4
2025
Q3
$10.9M Sell
413,555
-2,208
-0.5% -$56.1K 8.36% 4
2025
Q2
$10.2M Buy
415,763
+17,885
+4% +$416K 8.64% 4
2025
Q1
$9.39M Buy
+397,878
New +$9.62M 8.64% 4

Other funds holding FNDX

Nicholson Meyer Capital Management's FNDX Position: Q2 2026 in Review

Nicholson Meyer Capital Management reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 4% in Q2 2026, selling an estimated $503K and leaving 401,950 shares worth $12.5M. The position accounts for 8.33% of the portfolio, ranked #2.

Nicholson Meyer Capital Management first reported a position in FNDX in Q1 2025 and has held it in 6 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Nicholson Meyer Capital Management held 401,950 shares of Schwab Fundamental US Large Company Index ETF worth $12.5M as of Q2 2026.
  • Nicholson Meyer Capital Management sold 16,675 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $503K.
  • Schwab Fundamental US Large Company Index ETF made up 8.33% of Nicholson Meyer Capital Management's portfolio in Q2 2026, its #2 holding.
  • Nicholson Meyer Capital Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Nicholson Meyer Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.