Robinswood Financial’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Robinswood Financial’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	$5.14K	Hold	165	–	–	﹤0.01%	341
2026 Q1	$4.6K	Hold	165	–	–	﹤0.01%	331
2025 Q4	$4.5K	Hold	165	–	–	﹤0.01%	317
2025 Q3	$4.34K	Hold	165	–	–	﹤0.01%	310
2025 Q2	$4.05K	Hold	165	–	–	﹤0.01%	317
2025 Q1	$3.9K	Hold	165	–	–	﹤0.01%	309
2024 Q4	$3.91K	Hold	165	–	–	﹤0.01%	262
2024 Q3	$3.96K	Hold	165	–	–	﹤0.01%	276
2024 Q2	$3.7K	Hold	165	–	–	﹤0.01%	278
2024 Q1	$3.71K	Hold	165	–	–	﹤0.01%	200
2023 Q4	$3.41K	Buy	+165	New	+$3.17K	﹤0.01%	199

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 22.9% 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

Robinswood Financial's FNDX Position: Q2 2026 in Review

Robinswood Financial held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 165 shares worth $5.14K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Robinswood Financial first reported a position in FNDX in Q4 2023 and has held it in 11 quarters since. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Robinswood Financial held 165 shares of Schwab Fundamental US Large Company Index ETF worth $5.14K as of Q2 2026.
Robinswood Financial left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Robinswood Financial's portfolio in Q2 2026, its #341 holding.
Robinswood Financial first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 11 quarters since.
840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.