Simplex Trading
FNDX icon

Simplex Trading’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Simplex Trading’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 		$684 Buy
+22
New +$664 ﹤0.01% 8906
2023
Q4 		– Sell
-300
Closed -$5K – 9110
2023
Q3 		$5K Buy
+300
New +$5.8K ﹤0.01% 7645

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

Simplex Trading's FNDX Position: Q2 2026 in Review

Simplex Trading opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 22 shares worth $684. The stake represents ﹤0.01% of the portfolio and ranks #8906 among its holdings. This is a return to the name: Simplex Trading previously reported a position in FNDX as recently as Q3 2023.

Simplex Trading first reported a position in FNDX in Q3 2023 and has held it in 2 quarters since. The position peaked at $5K in Q3 2023. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Simplex Trading held 22 shares of Schwab Fundamental US Large Company Index ETF worth $684 as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new Simplex Trading position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #8906 holding.
  • Simplex Trading first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2023 and has held it in 2 quarters since.
  • Simplex Trading's Schwab Fundamental US Large Company Index ETF position peaked at $5K in Q3 2023.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.