YIA
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YHB Investment Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

YHB Investment Advisors’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 		$2.02M Buy
+65,000
New +$1.96M 0.13% 125

Other funds holding FNDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

YHB Investment Advisors's FNDX Position: Q2 2026 in Review

YHB Investment Advisors opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 65,000 shares worth $2.02M. The stake represents 0.13% of the portfolio and ranks #125 among its holdings.

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

  • YHB Investment Advisors held 65,000 shares of Schwab Fundamental US Large Company Index ETF worth $2.02M as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new YHB Investment Advisors position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.13% of YHB Investment Advisors's portfolio in Q2 2026, its #125 holding.
  • 133 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.