OpenArc Corporate Advisory’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

OpenArc Corporate Advisory’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	$210K	Buy	+6,758	New	+$204K	﹤0.01%	743
2026 Q1	–	Sell	-7,392	Closed	-$201K	–	732
2025 Q4	$201K	Buy	+7,392	New	+$198K	﹤0.01%	621

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 22.9% 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

OpenArc Corporate Advisory's FNDX Position: Q2 2026 in Review

OpenArc Corporate Advisory opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 6,758 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #743 among its holdings. This is a return to the name: OpenArc Corporate Advisory previously reported a position in FNDX as recently as Q4 2025.

OpenArc Corporate Advisory first reported a position in FNDX in Q4 2025 and has held it in 2 quarters since. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

OpenArc Corporate Advisory held 6,758 shares of Schwab Fundamental US Large Company Index ETF worth $210K as of Q2 2026.
Schwab Fundamental US Large Company Index ETF was a new OpenArc Corporate Advisory position in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #743 holding.
OpenArc Corporate Advisory first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 2 quarters since.
840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.