Perryman Financial Advisory’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
Other funds holding FNDX
ML
BFA
SEIA
SCM
Perryman Financial Advisory's FNDX Position: Q2 2026 in Review
Perryman Financial Advisory increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 6% in Q2 2026, buying an estimated $95.2K and bringing the position to 55,937 shares worth $1.74M. The position accounts for 0.23% of the portfolio, ranked #77.
Perryman Financial Advisory first reported a position in FNDX in Q4 2025 and has held it in 3 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.
- Perryman Financial Advisory held 55,937 shares of Schwab Fundamental US Large Company Index ETF worth $1.74M as of Q2 2026.
- Perryman Financial Advisory bought 3,153 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $95.2K.
- Schwab Fundamental US Large Company Index ETF made up 0.23% of Perryman Financial Advisory's portfolio in Q2 2026, its #77 holding.
- Perryman Financial Advisory first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
- 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.
Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.