Trivium Point Advisory’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
Other funds holding FNDX
ML
BFA
SEIA
SCM
Trivium Point Advisory's FNDX Position: Q2 2026 in Review
Trivium Point Advisory reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 4.6% in Q2 2026, selling an estimated $10.6K and leaving 7,304 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #336.
Trivium Point Advisory first reported a position in FNDX in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.62M in Q4 2023. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.
- Trivium Point Advisory held 7,304 shares of Schwab Fundamental US Large Company Index ETF worth $227K as of Q2 2026.
- Trivium Point Advisory sold 350 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $10.6K.
- Schwab Fundamental US Large Company Index ETF made up 0.02% of Trivium Point Advisory's portfolio in Q2 2026, its #336 holding.
- Trivium Point Advisory first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and has held it in 19 quarters since.
- Trivium Point Advisory's Schwab Fundamental US Large Company Index ETF position peaked at $3.62M in Q4 2023.
- 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.
Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.