SIM
FNDX icon

Studio Investment Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Studio Investment Management’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 		$806K Sell
25,908
-1,751
-6% -$52.8K 0.14% 98
2026
Q1 		$770K Buy
27,659
+222
+0.8% +$6.29K 0.14% 100
2025
Q4 		$747K Buy
27,437
+689
+3% +$18.4K 0.14% 99
2025
Q3 		$703K Sell
26,748
-520
-2% -$13.2K 0.13% 105
2025
Q2 		$669K Buy
27,268
+870
+3% +$20.2K 0.13% 101
2025
Q1 		$623K Buy
26,398
+1,541
+6% +$37.3K 0.13% 104
2024
Q4 		$589K Buy
24,857
+1,376
+6% +$33.4K 0.13% 101
2024
Q3 		$562K Sell
23,481
-759
-3% -$17.5K 0.12% 104
2024
Q2 		$546K Sell
24,240
-567
-2% -$12.5K 0.12% 101
2024
Q1 		$557K Buy
24,807
+7,650
+45% +$163K 0.13% 96
2023
Q4 		$354K Buy
17,157
+1,050
+7% +$20.2K 0.09% 122
2023
Q3 		$301K Sell
16,107
-192
-1% -$3.71K 0.08% 125
2023
Q2 		$313K Buy
16,299
+2,103
+15% +$38.9K 0.09% 114
2023
Q1 		$260K Buy
14,196
+1,347
+10% +$24.7K 0.08% 113
2022
Q4 		$229K Buy
12,849
+51
+0.4% +$902 0.07% 114
2022
Q3 		$204K Sell
12,798
-414
-3% -$7.31K 0.07% 118
2022
Q2 		$224K Buy
13,212
+351
+3% +$6.46K 0.08% 120
2022
Q1 		$251K Buy
12,861
+276
+2% +$5.32K 0.08% 102
2021
Q4 		$246K Buy
12,585
+3
+0% +$57 0.09% 103
2021
Q3 		$226K Buy
+12,582
New +$231K 0.1% 100

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

Studio Investment Management's FNDX Position: Q2 2026 in Review

Studio Investment Management reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 6.3% in Q2 2026, selling an estimated $52.8K and leaving 25,908 shares worth $806K. The position accounts for 0.14% of the portfolio, ranked #98.

Studio Investment Management first reported a position in FNDX in Q3 2021 and has held it in 20 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Studio Investment Management held 25,908 shares of Schwab Fundamental US Large Company Index ETF worth $806K as of Q2 2026.
  • Studio Investment Management sold 1,751 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $52.8K.
  • Schwab Fundamental US Large Company Index ETF made up 0.14% of Studio Investment Management's portfolio in Q2 2026, its #98 holding.
  • Studio Investment Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2021 and has held it in 20 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.