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Simon Quick Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Simon Quick 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 		$280K Buy
+9,016
New +$272K 0.01% 343
2020
Q2 		– Sell
-2,400
Closed -$25K – 463
2020
Q1 		$25K Sell
2,400
-945
-28% -$12.3K 0.01% 259
2019
Q4 		$48K Buy
+3,345
New +$45.7K 0.02% 229

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

Simon Quick Advisors's FNDX Position: Q2 2026 in Review

Simon Quick Advisors opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 9,016 shares worth $280K. The stake represents 0.01% of the portfolio and ranks #343 among its holdings. This is a return to the name: Simon Quick Advisors previously reported a position in FNDX as recently as Q1 2020.

Simon Quick Advisors first reported a position in FNDX in Q4 2019 and has held it in 3 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Simon Quick Advisors held 9,016 shares of Schwab Fundamental US Large Company Index ETF worth $280K as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new Simon Quick Advisors position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #343 holding.
  • Simon Quick Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2019 and has held it in 3 quarters since.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.