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Savant Capital’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Savant Capital’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 		$16.5M Buy
542,991
+365,538
+206% +$11M 0.05% 214
2026
Q1 		$4.94M Sell
177,453
-35,678
-17% -$1.01M 0.02% 267
2025
Q4 		$5.8M Buy
213,131
+82,765
+63% +$2.21M 0.03% 227
2025
Q3 		$3.43M Buy
130,366
+12,786
+11% +$325K 0.02% 288
2025
Q2 		$2.89M Buy
117,580
+7,795
+7% +$181K 0.02% 293
2025
Q1 		$2.59M Buy
109,785
+1,140
+1% +$27.6K 0.02% 290
2024
Q4 		$2.57M Buy
108,645
+6,408
+6% +$155K 0.02% 379
2024
Q3 		$2.45M Buy
102,237
+4,785
+5% +$110K 0.02% 372
2024
Q2 		$2.18M Buy
97,452
+5,505
+6% +$121K 0.02% 349
2024
Q1 		$2.07M Sell
91,947
-4,062
-4% -$86.4K 0.02% 347
2023
Q4 		$1.98M Buy
96,009
+23,562
+33% +$453K 0.03% 291
2023
Q3 		$1.35M Buy
72,447
+8,319
+13% +$161K 0.02% 334
2023
Q2 		$1.23M Buy
64,128
+1,902
+3% +$35.1K 0.02% 337
2023
Q1 		$1.14M Buy
62,226
+3
+0% +$55 0.02% 305
2022
Q4 		$1.11M Sell
62,223
-30,105
-33% -$533K 0.03% 245
2022
Q3 		$1.47M Buy
92,328
+33,600
+57% +$593K 0.05% 188
2022
Q2 		$996K Buy
58,728
+19,863
+51% +$366K 0.03% 230
2022
Q1 		$758K Sell
38,865
-36
-0.1% -$694 0.02% 284
2021
Q4 		$760K Buy
38,901
+3,264
+9% +$62K 0.02% 278
2021
Q3 		$641K Sell
35,637
-378
-1% -$6.94K 0.02% 283
2021
Q2 		$657K Sell
36,015
-1,434
-4% -$25.9K 0.03% 265
2021
Q1 		$645K Sell
37,449
-3,258
-8% -$53.1K 0.03% 248
2020
Q4 		$615K Sell
40,707
-207
-0.5% -$2.92K 0.04% 244
2020
Q3 		$528K Buy
40,914
+1,269
+3% +$16.5K 0.04% 247
2020
Q2 		$487K Sell
39,645
-3,636
-8% -$42.9K 0.04% 246
2020
Q1 		$452K Buy
+43,281
New +$564K 0.04% 239

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

Savant Capital's FNDX Position: Q2 2026 in Review

Savant Capital increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 206% in Q2 2026, buying an estimated $11M and bringing the position to 542,991 shares worth $16.5M. The position accounts for 0.05% of the portfolio, ranked #214.

Savant Capital first reported a position in FNDX in Q1 2020 and has held it in 26 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Savant Capital held 542,991 shares of Schwab Fundamental US Large Company Index ETF worth $16.5M as of Q2 2026.
  • Savant Capital bought 365,538 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $11M.
  • Schwab Fundamental US Large Company Index ETF made up 0.05% of Savant Capital's portfolio in Q2 2026, its #214 holding.
  • Savant Capital first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2020 and has held it in 26 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.