Vise Technologies’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Vise Technologies’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	$4.8M	Buy	154,216 +34,796	+29%	+$1.05M	0.05%	287
2026 Q1	$3.25M	Hold	119,420	–	–	0.06%	244
2025 Q4	$3.25M	Buy	119,420 +100,655	+536%	+$2.69M	0.06%	245
2025 Q3	$494K	Buy	18,765 +7,082	+61%	+$180K	0.02%	674
2025 Q2	$287K	Buy	+11,683	New	+$272K	0.01%	854

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 22.9% 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

Vise Technologies's FNDX Position: Q2 2026 in Review

Vise Technologies increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 29% in Q2 2026, buying an estimated $1.05M and bringing the position to 154,216 shares worth $4.8M. The position accounts for 0.05% of the portfolio, ranked #287.

Vise Technologies first reported a position in FNDX in Q2 2025 and has held it in 5 quarters since. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Vise Technologies held 154,216 shares of Schwab Fundamental US Large Company Index ETF worth $4.8M as of Q2 2026.
Vise Technologies bought 34,796 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $1.05M.
Schwab Fundamental US Large Company Index ETF made up 0.05% of Vise Technologies's portfolio in Q2 2026, its #287 holding.
Vise Technologies first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2025 and has held it in 5 quarters since.
840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.