Stonebridge Financial Group, LLC/CA’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
$741K Buy
+23,831
New +$719K 0.1% 134

Other funds holding FNDX

Stonebridge Financial Group, LLC/CA's FNDX Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 23,831 shares worth $741K. The stake represents 0.1% of the portfolio and ranks #134 among its holdings.

734 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 23,831 shares of Schwab Fundamental US Large Company Index ETF worth $741K as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.1% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #134 holding.
  • 734 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.