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

Pinney & Scofield’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 		$44.4K Buy
1,426
+5
+0.4% +$151 0.02% 119
2026
Q1 		$39.6K Buy
1,421
+5
+0.4% +$142 0.02% 125
2025
Q4 		$38.5K Buy
1,416
+5
+0.4% +$134 0.02% 120
2025
Q3 		$37.1K Buy
1,411
+5
+0.4% +$127 0.02% 118
2025
Q2 		$34.5K Buy
1,406
+6
+0.4% +$140 0.02% 116
2025
Q1 		$33.1K Buy
1,400
+5
+0.4% +$121 0.02% 117
2024
Q4 		$33K Buy
+1,395
New +$33.8K 0.03% 117

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

Pinney & Scofield's FNDX Position: Q2 2026 in Review

Pinney & Scofield increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.35% in Q2 2026, buying an estimated $151 and bringing the position to 1,426 shares worth $44.4K. The position accounts for 0.02% of the portfolio, ranked #119.

Pinney & Scofield first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Pinney & Scofield held 1,426 shares of Schwab Fundamental US Large Company Index ETF worth $44.4K as of Q2 2026.
  • Pinney & Scofield bought 5 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $151.
  • Schwab Fundamental US Large Company Index ETF made up 0.02% of Pinney & Scofield's portfolio in Q2 2026, its #119 holding.
  • Pinney & Scofield first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.