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Sellwood Investment Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Sellwood Investment Partners’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 		$17.3M Sell
557,233
-50,856
-8% -$1.53M 6.11% 7
2026
Q1 		$16.9M Sell
608,089
-1,941
-0.3% -$55K 6.67% 7
2025
Q4 		$16.6M Buy
610,030
+12,865
+2% +$344K 6.48% 7
2025
Q3 		$15.7M Sell
597,165
-19,388
-3% -$492K 6.25% 6
2025
Q2 		$15.1M Sell
616,553
-12,695
-2% -$295K 7.23% 6
2025
Q1 		$14.9M Buy
629,248
+24,989
+4% +$604K 7.76% 6
2024
Q4 		$14.3M Buy
+604,259
New +$14.7M 7.69% 6

Other funds holding FNDX

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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 22.94% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return

Sellwood Investment Partners's FNDX Position: Q2 2026 in Review

Sellwood Investment Partners reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 8.4% in Q2 2026, selling an estimated $1.53M and leaving 557,233 shares worth $17.3M. The position accounts for 6.11% of the portfolio, ranked #7.

Sellwood Investment Partners first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. 429 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Sellwood Investment Partners held 557,233 shares of Schwab Fundamental US Large Company Index ETF worth $17.3M as of Q2 2026.
  • Sellwood Investment Partners sold 50,856 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $1.53M.
  • Schwab Fundamental US Large Company Index ETF made up 6.11% of Sellwood Investment Partners's portfolio in Q2 2026, its #7 holding.
  • Sellwood Investment Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 429 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.