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

Activest 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	$131K	Buy	4,223 +15	+0.4%	+$453	0.03%	158
2026 Q1	$117K	Buy	4,208 +26	+0.6%	+$737	0.02%	207
2025 Q4	$114K	Buy	4,182 +4,095	+4,707%	+$110K	0.02%	208
2025 Q3	$2.29K	Sell	87 -1	-1%	-$25	﹤0.01%	765
2025 Q2	$2.15K	Buy	88 +1	+1%	+$23	﹤0.01%	676
2025 Q1	$2.06K	Buy	+87	New	+$2.1K	﹤0.01%	653
2021 Q4	–	Sell	-63	Closed	-$1K	–	347
2021 Q3	$1K	Buy	+63	New	+$1.16K	﹤0.01%	344

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Activest Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.36% in Q2 2026, buying an estimated $453 and bringing the position to 4,223 shares worth $131K. The position accounts for 0.03% of the portfolio, ranked #158.

Activest Wealth Management first reported a position in FNDX in Q3 2021 and has held it in 7 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Activest Wealth Management held 4,223 shares of Schwab Fundamental US Large Company Index ETF worth $131K as of Q2 2026.
Activest Wealth Management bought 15 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $453.
Schwab Fundamental US Large Company Index ETF made up 0.03% of Activest Wealth Management's portfolio in Q2 2026, its #158 holding.
Activest Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2021 and has held it in 7 quarters since.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.