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Woodmont Investment Counsel’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Woodmont Investment Counsel’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 		$288K Hold
9,267
– – 0.02% 248
2026
Q1 		$258K Hold
9,267
– – 0.02% 239
2025
Q4 		$252K Hold
9,267
– – 0.02% 237
2025
Q3 		$244K Hold
9,267
– – 0.02% 241
2025
Q2 		$227K Hold
9,267
– – 0.02% 261
2025
Q1 		$219K Hold
9,267
– – 0.02% 252
2024
Q4 		$219K Buy
+9,267
New +$225K 0.02% 249
2024
Q2 		– Sell
-681
Closed -$15.3K – 271
2024
Q1 		$15.3K Buy
+681
New +$14.5K ﹤0.01% 326

Other funds holding FNDX

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ML
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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Woodmont Investment Counsel's FNDX Position: Q2 2026 in Review

Woodmont Investment Counsel held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 9,267 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #248.

Woodmont Investment Counsel first reported a position in FNDX in Q1 2024 and has held it in 8 quarters since. 569 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Woodmont Investment Counsel held 9,267 shares of Schwab Fundamental US Large Company Index ETF worth $288K as of Q2 2026.
  • Woodmont Investment Counsel left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.02% of Woodmont Investment Counsel's portfolio in Q2 2026, its #248 holding.
  • Woodmont Investment Counsel first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2024 and has held it in 8 quarters since.
  • 569 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.