Noesis Capital Mangement’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Noesis Capital Mangement’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	$437K	Sell	14,036 -3,912	-22%	-$118K	0.05%	83
2026 Q1	$500K	Sell	17,948 -4,145	-19%	-$117K	0.07%	72
2025 Q4	$601K	Buy	22,093 +169	+0.8%	+$4.52K	0.09%	69
2025 Q3	$577K	Sell	21,924 -570	-3%	-$14.5K	0.09%	67
2025 Q2	$552K	Buy	22,494 +2,757	+14%	+$64.1K	0.1%	69
2025 Q1	$466K	Buy	19,737 +651	+3%	+$15.7K	0.09%	68
2024 Q4	$452K	Hold	19,086	–	–	0.09%	72
2024 Q3	$457K	Sell	19,086 -354	-2%	-$8.14K	0.09%	72
2024 Q2	$434K	Buy	+19,440	New	+$429K	0.1%	70

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

Noesis Capital Mangement's FNDX Position: Q2 2026 in Review

Noesis Capital Mangement reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 22% in Q2 2026, selling an estimated $118K and leaving 14,036 shares worth $437K. The position accounts for 0.05% of the portfolio, ranked #83.

Noesis Capital Mangement first reported a position in FNDX in Q2 2024 and has held it in 9 quarters since. The position peaked at $601K in Q4 2025. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Noesis Capital Mangement held 14,036 shares of Schwab Fundamental US Large Company Index ETF worth $437K as of Q2 2026.
Noesis Capital Mangement sold 3,912 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $118K.
Schwab Fundamental US Large Company Index ETF made up 0.05% of Noesis Capital Mangement's portfolio in Q2 2026, its #83 holding.
Noesis Capital Mangement first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2024 and has held it in 9 quarters since.
Noesis Capital Mangement's Schwab Fundamental US Large Company Index ETF position peaked at $601K in Q4 2025.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Noesis Capital Mangement's 13F filing for Q2 2026, filed 4 Aug 2026.