Turtle Creek Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$17.3K Hold
555
﹤0.01% 502
2026
Q1
$15.5K Buy
+555
New +$15.7K ﹤0.01% 463

Other funds holding FNDX

Turtle Creek Wealth Advisors's FNDX Position: Q2 2026 in Review

Turtle Creek Wealth Advisors held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 555 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Turtle Creek Wealth Advisors first reported a position in FNDX in Q1 2026 and has held it in 2 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Turtle Creek Wealth Advisors held 555 shares of Schwab Fundamental US Large Company Index ETF worth $17.3K as of Q2 2026.
  • Turtle Creek Wealth 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 ﹤0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #502 holding.
  • Turtle Creek Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.