Smartleaf Asset Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$146K Hold
4,699
﹤0.01% 972
2026
Q1
$128K Sell
4,699
-1,586
-25% -$44.9K ﹤0.01% 988
2025
Q4
$172K Buy
6,285
+1,095
+21% +$29.3K 0.01% 875
2025
Q3
$136K Buy
5,190
+583
+13% +$14.8K 0.01% 897
2025
Q2
$113K Sell
4,607
-1,492
-24% -$34.7K 0.01% 824
2025
Q1
$143K Buy
6,099
+6,051
+12,606% +$146K 0.01% 690
2024
Q4
$1.13K Hold
48
﹤0.01% 2656
2024
Q3
$1.14K Hold
48
﹤0.01% 2625
2024
Q2
$1.07K Hold
48
﹤0.01% 2404
2024
Q1
$1.07K Hold
48
﹤0.01% 1612
2023
Q4
$993 Buy
+48
New +$923 ﹤0.01% 1039

Other funds holding FNDX

Smartleaf Asset Management's FNDX Position: Q2 2026 in Review

Smartleaf Asset Management held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 4,699 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Smartleaf Asset Management first reported a position in FNDX in Q4 2023 and has held it in 11 quarters since. The position peaked at $172K in Q4 2025. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Smartleaf Asset Management held 4,699 shares of Schwab Fundamental US Large Company Index ETF worth $146K as of Q2 2026.
  • Smartleaf Asset Management left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #972 holding.
  • Smartleaf Asset Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Schwab Fundamental US Large Company Index ETF position peaked at $172K in Q4 2025.
  • 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.