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Pettyjohn Wood & White’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Pettyjohn Wood & White’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 		$400K Buy
12,850
+200
+2% +$6.04K 0.06% 167
2026
Q1 		$352K Buy
12,650
+1,782
+16% +$50.5K 0.06% 165
2025
Q4 		$296K Buy
10,868
+643
+6% +$17.2K 0.05% 171
2025
Q3 		$269K Sell
10,225
-200
-2% -$5.08K 0.04% 171
2025
Q2 		$256K Buy
10,425
+1,025
+11% +$23.8K 0.05% 174
2025
Q1 		$222K Buy
+9,400
New +$227K 0.04% 180

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ML
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
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pettyjohn Wood & White's FNDX Position: Q2 2026 in Review

Pettyjohn Wood & White increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.6% in Q2 2026, buying an estimated $6.04K and bringing the position to 12,850 shares worth $400K. The position accounts for 0.06% of the portfolio, ranked #167.

Pettyjohn Wood & White first reported a position in FNDX in Q1 2025 and has held it in 6 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Pettyjohn Wood & White held 12,850 shares of Schwab Fundamental US Large Company Index ETF worth $400K as of Q2 2026.
  • Pettyjohn Wood & White bought 200 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $6.04K.
  • Schwab Fundamental US Large Company Index ETF made up 0.06% of Pettyjohn Wood & White's portfolio in Q2 2026, its #167 holding.
  • Pettyjohn Wood & White first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Pettyjohn Wood & White's 13F filing for Q2 2026, filed 12 Aug 2026.