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Superior Planning, LLC’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Superior Planning, LLC’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
Q3 		$6.83K Buy
+217
New +$6.95K ﹤0.01% 1085

Other funds holding FNDX

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Superior Planning, LLC's FNDX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2026: 217 shares worth $6.83K. The stake represents ﹤0.01% of the portfolio and ranks #1085 among its holdings.

696 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

  • Superior Planning, LLC held 217 shares of Schwab Fundamental US Large Company Index ETF worth $6.83K as of Q3 2026.
  • Schwab Fundamental US Large Company Index ETF was a new Superior Planning, LLC position in Q3 2026.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1085 holding.
  • 696 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.