Urban Financial Advisory Corp’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
$37.6M Buy
1,208,406
+130,192
+12% +$3.93M 10.36% 4
2026
Q1
$30M Buy
1,078,214
+284,075
+36% +$8.05M 10.62% 4
2025
Q4
$21.6M Buy
794,139
+91,536
+13% +$2.45M 8.48% 5
2025
Q3
$18.5M Buy
702,603
+110,028
+19% +$2.79M 8.61% 4
2025
Q2
$14.5M Buy
592,575
+81,969
+16% +$1.91M 7.31% 4
2025
Q1
$12.1M Buy
510,606
+27,779
+6% +$672K 6.66% 5
2024
Q4
$11.4M Buy
482,827
+34,309
+8% +$832K 6.28% 5
2024
Q3
$10.7M Buy
448,518
+197,481
+79% +$4.54M 5.92% 5
2024
Q2
$5.6M Buy
251,037
+170,871
+213% +$3.77M 3.42% 5
2024
Q1
$1.8M Buy
+80,166
New +$1.7M 1.11% 9

Other funds holding FNDX

Urban Financial Advisory Corp's FNDX Position: Q2 2026 in Review

Urban Financial Advisory Corp increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 12% in Q2 2026, buying an estimated $3.93M and bringing the position to 1,208,406 shares worth $37.6M. The position accounts for 10.36% of the portfolio, ranked #4.

Urban Financial Advisory Corp first reported a position in FNDX in Q1 2024 and has held it in 10 quarters since. 832 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Urban Financial Advisory Corp held 1,208,406 shares of Schwab Fundamental US Large Company Index ETF worth $37.6M as of Q2 2026.
  • Urban Financial Advisory Corp bought 130,192 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $3.93M.
  • Schwab Fundamental US Large Company Index ETF made up 10.36% of Urban Financial Advisory Corp's portfolio in Q2 2026, its #4 holding.
  • Urban Financial Advisory Corp first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2024 and has held it in 10 quarters since.
  • 832 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Urban Financial Advisory Corp's 13F filing for Q2 2026, filed 6 Aug 2026.