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

Alpha Omega Wealth Management's FNDX Position: Q2 2026 in Review

Alpha Omega Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 9% in Q2 2026, buying an estimated $185K and bringing the position to 74,556 shares worth $2.32M. The position accounts for 0.35% of the portfolio, ranked #84.

Alpha Omega Wealth Management first reported a position in FNDX in Q1 2019 and has held it in 22 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

• Alpha Omega Wealth Management held 74,556 shares of Schwab Fundamental US Large Company Index ETF worth $2.32M as of Q2 2026.
• Alpha Omega Wealth Management bought 6,143 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $185K.
• Schwab Fundamental US Large Company Index ETF made up 0.35% of Alpha Omega Wealth Management's portfolio in Q2 2026, its #84 holding.
• Alpha Omega Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2019 and has held it in 22 quarters since.
• 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Alpha Omega Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.