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SC&H Financial Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

SC&H Financial Advisors’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 		$370K Buy
11,892
+45
+0.4% +$1.36K 0.05% 113
2026
Q1 		$330K Buy
11,847
+48
+0.4% +$1.36K 0.05% 116
2025
Q4 		$321K Buy
11,799
+52
+0.4% +$1.39K 0.05% 119
2025
Q3 		$309K Buy
11,747
+49
+0.4% +$1.24K 0.05% 118
2025
Q2 		$287K Buy
11,698
+905
+8% +$21.1K 0.05% 119
2025
Q1 		$255K Sell
10,793
-1,178
-10% -$28.5K 0.05% 128
2024
Q4 		$283K Buy
11,971
+1,276
+12% +$30.9K 0.06% 118
2024
Q3 		$256K Buy
10,695
+96
+0.9% +$2.21K 0.06% 133
2024
Q2 		$237K Hold
10,599
– – 0.06% 131
2024
Q1 		$238K Buy
10,599
+45
+0.4% +$957 0.06% 128
2023
Q4 		$218K Buy
+10,554
New +$203K 0.06% 132
2023
Q3 		– Sell
-10,446
Closed -$200K – 133
2023
Q2 		$200K Buy
+10,446
New +$193K 0.07% 134

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

SC&H Financial Advisors's FNDX Position: Q2 2026 in Review

SC&H Financial Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.38% in Q2 2026, buying an estimated $1.36K and bringing the position to 11,892 shares worth $370K. The position accounts for 0.05% of the portfolio, ranked #113.

SC&H Financial Advisors first reported a position in FNDX in Q2 2023 and has held it in 12 quarters since. 836 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • SC&H Financial Advisors held 11,892 shares of Schwab Fundamental US Large Company Index ETF worth $370K as of Q2 2026.
  • SC&H Financial Advisors bought 45 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $1.36K.
  • Schwab Fundamental US Large Company Index ETF made up 0.05% of SC&H Financial Advisors's portfolio in Q2 2026, its #113 holding.
  • SC&H Financial Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2023 and has held it in 12 quarters since.
  • 836 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.