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Triumph Capital Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Triumph Capital 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 		$9.17K Sell
295
-377
-56% -$11.4K ﹤0.01% 1175
2026
Q1 		$18.7K Sell
672
-1,572
-70% -$44.5K ﹤0.01% 916
2025
Q4 		$61.1K Buy
+2,244
New +$60K 0.01% 561

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

Triumph Capital Management's FNDX Position: Q2 2026 in Review

Triumph Capital Management reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 56% in Q2 2026, selling an estimated $11.4K and leaving 295 shares worth $9.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Triumph Capital Management first reported a position in FNDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $61.1K in Q4 2025. 241 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Triumph Capital Management held 295 shares of Schwab Fundamental US Large Company Index ETF worth $9.17K as of Q2 2026.
  • Triumph Capital Management sold 377 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $11.4K.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1175 holding.
  • Triumph Capital Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's Schwab Fundamental US Large Company Index ETF position peaked at $61.1K in Q4 2025.
  • 241 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.