Red Reef Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.54M Buy
49,520
+177
+0.4% +$5.34K 1.42% 20
2026
Q1
$1.37M Buy
49,343
+3,593
+8% +$102K 1.44% 19
2025
Q4
$1.24M Buy
+45,750
New +$1.22M 1.27% 22

Other funds holding FNDX

Red Reef Advisors's FNDX Position: Q2 2026 in Review

Red Reef Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.36% in Q2 2026, buying an estimated $5.34K and bringing the position to 49,520 shares worth $1.54M. The position accounts for 1.42% of the portfolio, ranked #20.

Red Reef Advisors first reported a position in FNDX in Q4 2025 and has held it in 3 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Red Reef Advisors held 49,520 shares of Schwab Fundamental US Large Company Index ETF worth $1.54M as of Q2 2026.
  • Red Reef Advisors bought 177 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $5.34K.
  • Schwab Fundamental US Large Company Index ETF made up 1.42% of Red Reef Advisors's portfolio in Q2 2026, its #20 holding.
  • Red Reef Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Red Reef Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.