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 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

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 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

RWM

Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

TNA

True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Advocate Group's FNDX Position: Q2 2026 in Review

Advocate Group held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 9,405 shares worth $292K. The position accounts for 0.04% of the portfolio, ranked #106.

Advocate Group first reported a position in FNDX in Q2 2024 and has held it in 9 quarters since. 413 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Advocate Group held 9,405 shares of Schwab Fundamental US Large Company Index ETF worth $292K as of Q2 2026.
Advocate Group left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up 0.04% of Advocate Group's portfolio in Q2 2026, its #106 holding.
Advocate Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2024 and has held it in 9 quarters since.
413 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.