Tobias Financial Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Tobias Financial Advisors’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	$557K	Hold	17,910	–	–	0.07%	86
2026 Q1	$499K	Hold	17,910	–	–	0.07%	87
2025 Q4	$487K	Hold	17,910	–	–	0.07%	90
2025 Q3	$471K	Hold	17,910	–	–	0.07%	87
2025 Q2	$440K	Hold	17,910	–	–	0.08%	88
2025 Q1	$423K	Hold	17,910	–	–	0.08%	76
2024 Q4	$424K	Hold	17,910	–	–	0.09%	76
2024 Q3	$428K	Hold	17,910	–	–	0.09%	70
2024 Q2	$400K	Hold	17,910	–	–	0.09%	71
2024 Q1	$402K	Buy	17,910 +1,071	+6%	+$22.8K	0.09%	69
2023 Q4	$348K	Hold	16,839	–	–	0.08%	72
2023 Q3	$314K	Hold	16,839	–	–	0.08%	73
2023 Q2	$323K	Buy	+16,839	New	+$311K	0.09%	72

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tobias Financial Advisors's FNDX Position: Q2 2026 in Review

Tobias Financial Advisors held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 17,910 shares worth $557K. The position accounts for 0.07% of the portfolio, ranked #86.

Tobias Financial Advisors first reported a position in FNDX in Q2 2023 and has held it in 13 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Tobias Financial Advisors held 17,910 shares of Schwab Fundamental US Large Company Index ETF worth $557K as of Q2 2026.
Tobias Financial Advisors left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up 0.07% of Tobias Financial Advisors's portfolio in Q2 2026, its #86 holding.
Tobias Financial Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2023 and has held it in 13 quarters since.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.