Silver Oak Securities’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Silver Oak Securities's FNDX Position: Q2 2026 in Review

Silver Oak Securities increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 887% in Q2 2026, buying an estimated $2.25M and bringing the position to 82,966 shares worth $2.58M. The position accounts for 0.16% of the portfolio, ranked #140.

Silver Oak Securities first reported a position in FNDX in Q3 2022 and has held it in 13 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

• Silver Oak Securities held 82,966 shares of Schwab Fundamental US Large Company Index ETF worth $2.58M as of Q2 2026.
• Silver Oak Securities bought 74,561 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $2.25M.
• Schwab Fundamental US Large Company Index ETF made up 0.16% of Silver Oak Securities's portfolio in Q2 2026, its #140 holding.
• Silver Oak Securities first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2022 and has held it in 13 quarters since.
• 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.