Sand Hill Global 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
$789K Hold
25,367
0.02% 137
2026
Q1
$706K Sell
25,367
-11,028
-30% -$313K 0.02% 128
2025
Q4
$990K Buy
36,395
+11,028
+43% +$295K 0.03% 116
2025
Q3
$667K Hold
25,367
0.02% 129
2025
Q2
$623K Hold
25,367
0.02% 137
2025
Q1
$599K Hold
25,367
0.02% 139
2024
Q4
$601K Sell
25,367
-1
-0% -$24 0.03% 133
2024
Q3
$607K Hold
25,368
0.03% 132
2024
Q2
$566K Buy
+25,368
New +$559K 0.03% 129
2022
Q4
Sell
-18,543
Closed -$295K 161
2022
Q3
$295K Buy
+18,543
New +$327K 0.02% 138

Other funds holding FNDX

Sand Hill Global Advisors's FNDX Position: Q2 2026 in Review

Sand Hill Global Advisors held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 25,367 shares worth $789K. The position accounts for 0.02% of the portfolio, ranked #137.

Sand Hill Global Advisors first reported a position in FNDX in Q3 2022 and has held it in 10 quarters since. The position peaked at $990K in Q4 2025. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Sand Hill Global Advisors held 25,367 shares of Schwab Fundamental US Large Company Index ETF worth $789K as of Q2 2026.
  • Sand Hill Global Advisors left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.02% of Sand Hill Global Advisors's portfolio in Q2 2026, its #137 holding.
  • Sand Hill Global Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2022 and has held it in 10 quarters since.
  • Sand Hill Global Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $990K in Q4 2025.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.