Phil A. Younker & Associates’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Phil A. Younker & Associates’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	$787K	Hold	25,306	–	–	0.53%	16
2026 Q1	$705K	Hold	25,306	–	–	0.47%	23
2025 Q4	$689K	Hold	25,306	–	–	0.48%	24
2025 Q3	$666K	Buy	25,306 +2,150	+9%	+$54.6K	0.51%	23
2025 Q2	$568K	Hold	23,156	–	–	0.56%	21
2025 Q1	$547K	Buy	23,156 +5,156	+29%	+$125K	0.54%	22
2024 Q4	$426K	Buy	+18,000	New	+$436K	0.43%	22

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 22.96% 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

Phil A. Younker & Associates's FNDX Position: Q2 2026 in Review

Phil A. Younker & Associates held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 25,306 shares worth $787K. The position accounts for 0.53% of the portfolio, ranked #16.

Phil A. Younker & Associates first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. 832 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Phil A. Younker & Associates held 25,306 shares of Schwab Fundamental US Large Company Index ETF worth $787K as of Q2 2026.
Phil A. Younker & Associates left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up 0.53% of Phil A. Younker & Associates's portfolio in Q2 2026, its #16 holding.
Phil A. Younker & Associates first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
832 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.