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FNDX icon

&Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

&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
Q1 		$4.4M Buy
157,807
+43,032
+37% +$1.22M 0.02% 565
2025
Q4 		$3.12M Sell
114,775
-6,260
-5% -$167K 0.02% 662
2025
Q3 		$3.18M Sell
121,035
-38,241
-24% -$971K 0.02% 573
2025
Q2 		$3.91M Buy
159,276
+11,192
+8% +$260K 0.03% 434
2025
Q1 		$3.46M Buy
148,084
+17,306
+13% +$418K 0.04% 384
2024
Q4 		$3.11M Buy
130,778
+29,708
+29% +$720K 0.04% 374
2024
Q3 		$2.43M Buy
101,070
+51,801
+105% +$1.19M 0.05% 328
2024
Q2 		$1.1M Buy
+49,269
New +$1.09M 0.05% 321

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

&Partners's FNDX Position: Q1 2026 in Review

&Partners increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 37% in Q1 2026, buying an estimated $1.22M and bringing the position to 157,807 shares worth $4.4M. The position accounts for 0.02% of the portfolio, ranked #565.

&Partners first reported a position in FNDX in Q2 2024 and has held it in 8 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • &Partners held 157,807 shares of Schwab Fundamental US Large Company Index ETF worth $4.4M as of Q1 2026.
  • &Partners bought 43,032 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $1.22M.
  • Schwab Fundamental US Large Company Index ETF made up 0.02% of &Partners's portfolio in Q1 2026, its #565 holding.
  • &Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2024 and has held it in 8 quarters since.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.