SIC
FNDX icon

SJS Investment Consulting’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

SJS Investment Consulting’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 		$70.2K Sell
2,256
-54
-2% -$1.63K 0.01% 312
2026
Q1 		$64.3K Hold
2,310
– – 0.01% 302
2025
Q4 		$62.9K Hold
2,310
– – 0.01% 285
2025
Q3 		$60.8K Hold
2,310
– – 0.01% 236
2025
Q2 		$56.7K Sell
2,310
-213
-8% -$4.96K 0.01% 173
2025
Q1 		$59.6K Hold
2,523
– – 0.01% 178
2024
Q4 		$59.7K Hold
2,523
– – 0.01% 173
2024
Q3 		$60.4K Sell
2,523
-1,326
-34% -$30.5K 0.01% 185
2024
Q2 		$85.9K Buy
3,849
+213
+6% +$4.7K 0.02% 136
2024
Q1 		$81.7K Buy
3,636
+66
+2% +$1.4K 0.02% 141
2023
Q4 		$73.7K Hold
3,570
– – 0.02% 138
2023
Q3 		$66.6K Hold
3,570
– – 0.02% 136
2023
Q2 		$68.5K Sell
3,570
-213
-6% -$3.94K 0.02% 132
2023
Q1 		$69.3K Sell
3,783
-5,268
-58% -$96.7K 0.02% 129
2022
Q4 		$161K Sell
9,051
-6,669
-42% -$118K 0.05% 86
2022
Q3 		$250K Buy
+15,720
New +$277K 0.08% 62
2022
Q1 		$379K Buy
19,455
+246
+1% +$4.74K 0.12% 57
2021
Q4 		$375K Buy
+19,209
New +$365K 0.11% 59

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

SJS Investment Consulting's FNDX Position: Q2 2026 in Review

SJS Investment Consulting reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 2.3% in Q2 2026, selling an estimated $1.63K and leaving 2,256 shares worth $70.2K. The position accounts for 0.01% of the portfolio, ranked #312.

SJS Investment Consulting first reported a position in FNDX in Q4 2021 and has held it in 18 quarters since. The position peaked at $379K in Q1 2022. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • SJS Investment Consulting held 2,256 shares of Schwab Fundamental US Large Company Index ETF worth $70.2K as of Q2 2026.
  • SJS Investment Consulting sold 54 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $1.63K.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #312 holding.
  • SJS Investment Consulting first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and has held it in 18 quarters since.
  • SJS Investment Consulting's Schwab Fundamental US Large Company Index ETF position peaked at $379K in Q1 2022.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.