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Team Financial Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Team Financial Group’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 		– Sell
-2,996
Closed -$83.4K – 127
2026
Q1 		$83.4K Buy
2,996
+13
+0.4% +$368 0.04% 88
2025
Q4 		$81.2K Buy
2,983
+13
+0.4% +$348 0.04% 80
2025
Q3 		$78.1K Buy
2,970
+12
+0.4% +$305 0.04% 77
2025
Q2 		$72.6K Buy
+2,958
New +$68.8K 0.04% 75
2024
Q1 		– Sell
-2,910
Closed -$60.1K – 90
2023
Q4 		$60.1K Buy
2,910
+3
+0.1% +$58 0.04% 61
2023
Q3 		$54.2K Buy
+2,907
New +$56.2K 0.04% 61

Other funds holding FNDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

Team Financial Group's FNDX Position: Q2 2026 in Review

Team Financial Group sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026, closing a stake of 2,996 shares — an estimated $83.4K sold.

Team Financial Group first reported a position in FNDX in Q3 2023 and held it in 6 quarters. The position peaked at $83.4K in Q1 2026. 286 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Team Financial Group reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 2,996 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $83.4K.
  • Team Financial Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's Schwab Fundamental US Large Company Index ETF position peaked at $83.4K in Q1 2026.
  • 286 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.