VVR Holdings’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
$19.2M Sell
617,012
-26,187
-4% -$790K 8.3% 6
2026
Q1
$17.9M Buy
643,199
+8,812
+1% +$250K 9.25% 4
2025
Q4
$17.3M Buy
+634,387
New +$17M 8.97% 6

Other funds holding FNDX

VVR Holdings's FNDX Position: Q2 2026 in Review

VVR Holdings reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 4.1% in Q2 2026, selling an estimated $790K and leaving 617,012 shares worth $19.2M. The position accounts for 8.3% of the portfolio, ranked #6.

VVR Holdings first reported a position in FNDX in Q4 2025 and has held it in 3 quarters since. 836 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • VVR Holdings held 617,012 shares of Schwab Fundamental US Large Company Index ETF worth $19.2M as of Q2 2026.
  • VVR Holdings sold 26,187 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $790K.
  • Schwab Fundamental US Large Company Index ETF made up 8.3% of VVR Holdings's portfolio in Q2 2026, its #6 holding.
  • VVR Holdings first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 836 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on VVR Holdings's 13F filing for Q2 2026, filed 15 Jul 2026.