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Tempus Wealth Planning’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Tempus Wealth Planning’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 		$5.15M Buy
165,667
+14,376
+10% +$434K 1.01% 21
2026
Q1 		$4.21M Buy
151,291
+2,292
+2% +$65K 0.97% 22
2025
Q4 		$4.05M Buy
148,999
+6,056
+4% +$162K 0.93% 24
2025
Q3 		$3.76M Buy
142,943
+10,906
+8% +$277K 0.86% 28
2025
Q2 		$3.24M Buy
132,037
+7,620
+6% +$177K 0.81% 29
2025
Q1 		$2.94M Buy
124,417
+2,831
+2% +$68.4K 0.88% 25
2024
Q4 		$2.88M Buy
121,586
+1,733
+1% +$42K 0.88% 27
2024
Q3 		$2.87M Sell
119,853
-660
-0.5% -$15.2K 1.05% 21
2024
Q2 		$2.69M Buy
120,513
+1,821
+2% +$40.1K 1.12% 19
2024
Q1 		$2.67M Buy
118,692
+4,305
+4% +$91.5K 1.17% 18
2023
Q4 		$2.36M Buy
114,387
+12,690
+12% +$244K 1.04% 25
2023
Q3 		$1.9M Buy
101,697
+816
+0.8% +$15.8K 0.95% 21
2023
Q2 		$1.94M Buy
100,881
+9,585
+10% +$177K 0.87% 30
2023
Q1 		$1.67M Buy
91,296
+19,776
+28% +$363K 0.82% 24
2022
Q4 		$1.27M Buy
71,520
+51,897
+264% +$918K 0.77% 31
2022
Q3 		$312K Buy
+19,623
New +$346K 0.21% 129

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

Tempus Wealth Planning's FNDX Position: Q2 2026 in Review

Tempus Wealth Planning increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 9.5% in Q2 2026, buying an estimated $434K and bringing the position to 165,667 shares worth $5.15M. The position accounts for 1.01% of the portfolio, ranked #21.

Tempus Wealth Planning first reported a position in FNDX in Q3 2022 and has held it in 16 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Tempus Wealth Planning held 165,667 shares of Schwab Fundamental US Large Company Index ETF worth $5.15M as of Q2 2026.
  • Tempus Wealth Planning bought 14,376 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $434K.
  • Schwab Fundamental US Large Company Index ETF made up 1.01% of Tempus Wealth Planning's portfolio in Q2 2026, its #21 holding.
  • Tempus Wealth Planning first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2022 and has held it in 16 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.