AWM
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Abound Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Abound Wealth Management’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 		$501K Buy
16,115
+288
+2% +$8.69K 0.1% 54
2026
Q1 		$441K Sell
15,827
-1,469
-8% -$41.6K 0.1% 56
2025
Q4 		$471K Sell
17,296
-1,479
-8% -$39.6K 0.11% 51
2025
Q3 		$494K Sell
18,775
-4,038
-18% -$103K 0.12% 46
2025
Q2 		$560K Buy
22,813
+7,087
+45% +$165K 0.16% 42
2025
Q1 		$371K Buy
15,726
+19
+0.1% +$459 0.12% 47
2024
Q4 		$372K Buy
15,707
+1,832
+13% +$44.4K 0.12% 45
2024
Q3 		$332K Buy
13,875
+63
+0.5% +$1.45K 0.11% 44
2024
Q2 		$308K Sell
13,812
-264
-2% -$5.82K 0.11% 45
2024
Q1 		$316K Buy
14,076
+18
+0.1% +$383 0.12% 42
2023
Q4 		$290K Buy
14,058
+9,381
+201% +$180K 0.12% 46
2023
Q3 		$87.3K Buy
4,677
+21
+0.5% +$406 0.04% 86
2023
Q2 		$89.4K Buy
4,656
+18
+0.4% +$333 0.04% 83
2023
Q1 		$84.9K Buy
4,638
+21
+0.5% +$385 0.04% 85
2022
Q4 		$82.2K Buy
4,617
+21
+0.5% +$372 0.04% 77
2022
Q3 		$73.2K Buy
4,596
+24
+0.5% +$424 0.04% 82
2022
Q2 		$77.6K Hold
4,572
– – 0.04% 53
2022
Q1 		$89.2K Hold
4,572
– – 0.06% 56
2021
Q4 		$89.3K Buy
+4,572
New +$86.8K 0.07% 52

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Abound Wealth Management's FNDX Position: Q2 2026 in Review

Abound Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.8% in Q2 2026, buying an estimated $8.69K and bringing the position to 16,115 shares worth $501K. The position accounts for 0.1% of the portfolio, ranked #54.

Abound Wealth Management first reported a position in FNDX in Q4 2021 and has held it in 19 quarters since. The position peaked at $560K in Q2 2025. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Abound Wealth Management held 16,115 shares of Schwab Fundamental US Large Company Index ETF worth $501K as of Q2 2026.
  • Abound Wealth Management bought 288 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $8.69K.
  • Schwab Fundamental US Large Company Index ETF made up 0.1% of Abound Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Abound Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and has held it in 19 quarters since.
  • Abound Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $560K in Q2 2025.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.