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Oak Harbor Wealth Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Oak Harbor Wealth Partners’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 		$11.9K Buy
+382
New +$11.5K ﹤0.01% 201

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Oak Harbor Wealth Partners's FNDX Position: Q2 2026 in Review

Oak Harbor Wealth Partners opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 382 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #201 among its holdings.

834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Oak Harbor Wealth Partners held 382 shares of Schwab Fundamental US Large Company Index ETF worth $11.9K as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new Oak Harbor Wealth Partners position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #201 holding.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.