SGK
FNDX icon

Steigerwald Gordon & Koch’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Steigerwald Gordon & Koch’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 		$56.5K Hold
1,818
– – 0.01% 295
2026
Q1 		$50.6K Sell
1,818
-1,795
-50% -$50.9K 0.01% 302
2025
Q4 		$98.3K Sell
3,613
-428
-11% -$11.5K 0.01% 215
2025
Q3 		$106K Buy
+4,041
New +$103K 0.01% 203

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

Steigerwald Gordon & Koch's FNDX Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 1,818 shares worth $56.5K. The position accounts for 0.01% of the portfolio, ranked #295.

Steigerwald Gordon & Koch first reported a position in FNDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $106K in Q3 2025. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Steigerwald Gordon & Koch held 1,818 shares of Schwab Fundamental US Large Company Index ETF worth $56.5K as of Q2 2026.
  • Steigerwald Gordon & Koch 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 Steigerwald Gordon & Koch's portfolio in Q2 2026, its #295 holding.
  • Steigerwald Gordon & Koch first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's Schwab Fundamental US Large Company Index ETF position peaked at $106K in Q3 2025.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.