Advocate Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Advocate Group’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	$296K	Hold	9,405	–	–	0.05%	105
2026 Q2	$292K	Hold	9,405	–	–	0.04%	106
2026 Q1	$262K	Hold	9,405	–	–	0.04%	111
2025 Q4	$256K	Hold	9,405	–	–	0.04%	113
2025 Q3	$247K	Hold	9,405	–	–	0.04%	116
2025 Q2	$231K	Hold	9,405	–	–	0.04%	112
2025 Q1	$222K	Hold	9,405	–	–	0.04%	109
2024 Q4	$223K	Hold	9,405	–	–	0.04%	110
2024 Q3	$225K	Sell	9,405 -507	-5%	-$11.7K	0.04%	110
2024 Q2	$221K	Buy	+9,912	New	+$219K	0.04%	112

Other funds holding FNDX

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Reston Wealth Management Reston, Virginia $369M AUM 15% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

Advocate Group's FNDX Position: Q3 2026 in Review

Advocate Group held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q3 2026 at 9,405 shares worth $296K. The position accounts for 0.05% of the portfolio, ranked #105.

Advocate Group first reported a position in FNDX in Q2 2024 and has held it in 10 quarters since. 409 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

Advocate Group held 9,405 shares of Schwab Fundamental US Large Company Index ETF worth $296K as of Q3 2026.
Advocate Group left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q3 2026.
Schwab Fundamental US Large Company Index ETF made up 0.05% of Advocate Group's portfolio in Q3 2026, its #105 holding.
Advocate Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2024 and has held it in 10 quarters since.
409 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.