SBWIC
FNDX icon

Schaper Benz & Wise Investment Counsel’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Schaper Benz & Wise Investment Counsel’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 		$719K Buy
23,113
+2,205
+11% +$66.5K 0.05% 119
2026
Q1 		$582K Buy
20,908
+3,625
+21% +$103K 0.04% 122
2025
Q4 		$470K Buy
17,283
+1,978
+13% +$52.9K 0.03% 128
2025
Q3 		$403K Hold
15,305
– – 0.03% 127
2025
Q2 		$376K Buy
15,305
+260
+2% +$6.05K 0.03% 128
2025
Q1 		$355K Buy
15,045
+460
+3% +$11.1K 0.03% 126
2024
Q4 		$345K Buy
+14,585
New +$354K 0.03% 127

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

Schaper Benz & Wise Investment Counsel's FNDX Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 11% in Q2 2026, buying an estimated $66.5K and bringing the position to 23,113 shares worth $719K. The position accounts for 0.05% of the portfolio, ranked #119.

Schaper Benz & Wise Investment Counsel first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Schaper Benz & Wise Investment Counsel held 23,113 shares of Schwab Fundamental US Large Company Index ETF worth $719K as of Q2 2026.
  • Schaper Benz & Wise Investment Counsel bought 2,205 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $66.5K.
  • Schwab Fundamental US Large Company Index ETF made up 0.05% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #119 holding.
  • Schaper Benz & Wise Investment Counsel first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.