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Stokes Family Office’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Stokes Family Office’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
Q1 		– Sell
-36,243
Closed -$986K – 290
2025
Q4 		$986K Sell
36,243
-37,014
-51% -$990K 0.09% 136
2025
Q3 		$1.93M Buy
+73,257
New +$1.86M 0.18% 98

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return

Stokes Family Office's FNDX Position: Q1 2026 in Review

Stokes Family Office sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2026, closing a stake of 36,243 shares — an estimated $986K sold.

Stokes Family Office first reported a position in FNDX in Q3 2025 and held it in 2 quarters. The position peaked at $1.93M in Q3 2025. 777 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Stokes Family Office reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2026 after selling out during the quarter.
  • Stokes Family Office sold 36,243 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $986K.
  • Stokes Family Office first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2025 and held it in 2 quarters.
  • Stokes Family Office's Schwab Fundamental US Large Company Index ETF position peaked at $1.93M in Q3 2025.
  • 777 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.