Ameritas Advisory Services’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.03M Buy
97,487
+79,366
+438% +$2.4M 0.06% 283
2026
Q1
$505K Buy
18,121
+669
+4% +$19K 0.02% 572
2025
Q4
$475K Sell
17,452
-31,215
-64% -$835K 0.02% 584
2025
Q3
$1.28M Buy
48,667
+16,622
+52% +$422K 0.08% 205
2025
Q2
$786K Sell
32,045
-36,732
-53% -$855K 0.04% 406
2025
Q1
$1.63M Buy
68,777
+821
+1% +$19.8K 0.07% 275
2024
Q4
$1.61M Buy
67,956
+25,635
+61% +$622K 0.06% 306
2024
Q3
$1.01M Sell
42,321
-11,967
-22% -$275K 0.04% 381
2024
Q2
$1.21M Buy
54,288
+10,749
+25% +$237K 0.05% 357
2024
Q1
$961K Buy
43,539
+26,715
+159% +$568K 0.04% 387
2023
Q4
$349K Sell
16,824
-8,208
-33% -$158K 0.02% 514
2023
Q3
$467K Buy
+25,032
New +$484K 0.02% 509
2023
Q2
Sell
-24,870
Closed -$459K 1254
2023
Q1
$459K Buy
24,870
+2,457
+11% +$45.1K 0.02% 508
2022
Q4
$399K Buy
22,413
+153
+0.7% +$2.71K 0.02% 605
2022
Q3
$354K Sell
22,260
-315
-1% -$5.56K 0.02% 534
2022
Q2
$383K Sell
22,575
-264
-1% -$4.86K 0.02% 534
2022
Q1
$445K Buy
22,839
+6,951
+44% +$134K 0.02% 533
2021
Q4
$310K Buy
+15,888
New +$302K 0.01% 635

Other funds holding FNDX

Ameritas Advisory Services's FNDX Position: Q2 2026 in Review

Ameritas Advisory Services increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 438% in Q2 2026, buying an estimated $2.4M and bringing the position to 97,487 shares worth $3.03M. The position accounts for 0.06% of the portfolio, ranked #283.

Ameritas Advisory Services first reported a position in FNDX in Q4 2021 and has held it in 18 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Ameritas Advisory Services held 97,487 shares of Schwab Fundamental US Large Company Index ETF worth $3.03M as of Q2 2026.
  • Ameritas Advisory Services bought 79,366 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $2.4M.
  • Schwab Fundamental US Large Company Index ETF made up 0.06% of Ameritas Advisory Services's portfolio in Q2 2026, its #283 holding.
  • Ameritas Advisory Services first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and has held it in 18 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.