Align Financial’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Align Financial’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	$71.3K	Buy	+2,266	New	+$72.6K	0.03%	142

Other funds holding FNDX

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

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 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

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

KHC

Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Align Financial's FNDX Position: Q3 2026 in Review

Align Financial opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2026: 2,266 shares worth $71.3K. The stake represents 0.03% of the portfolio and ranks #142 among its holdings.

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

Align Financial held 2,266 shares of Schwab Fundamental US Large Company Index ETF worth $71.3K as of Q3 2026.
Schwab Fundamental US Large Company Index ETF was a new Align Financial position in Q3 2026.
Schwab Fundamental US Large Company Index ETF made up 0.03% of Align Financial's portfolio in Q3 2026, its #142 holding.
150 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.