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

Angeles Wealth Management’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 Q1	$1.97M	Buy	70,728 +3,243	+5%	+$91.9K	0.11%	79
2025 Q4	$1.84M	Hold	67,485	–	–	0.1%	81
2025 Q3	$1.77M	Hold	67,485	–	–	0.11%	73
2025 Q2	$1.66M	Sell	67,485 -3,873	-5%	-$90.1K	0.11%	65
2025 Q1	$1.68M	Buy	71,358 +210	+0.3%	+$5.08K	0.14%	59
2024 Q4	$1.68M	Buy	71,148 +9,000	+14%	+$218K	0.14%	60
2024 Q3	$1.49M	Hold	62,148	–	–	0.13%	61
2024 Q2	$1.39M	Buy	62,148 +4,494	+8%	+$99.1K	0.13%	59
2024 Q1	$1.3M	Hold	57,654	–	–	0.13%	59
2023 Q4	$1.19M	Hold	57,654	–	–	0.15%	59
2023 Q3	$1.08M	Hold	57,654	–	–	0.15%	56
2023 Q2	$1.11M	Hold	57,654	–	–	0.15%	65
2023 Q1	$1.06M	Hold	57,654	–	–	0.16%	67
2022 Q4	$1.03M	Hold	57,654	–	–	0.18%	65
2022 Q3	$918K	Hold	57,654	–	–	0.18%	60
2022 Q2	$978K	Buy	+57,654	New	+$1.06M	0.2%	61

Other funds holding FNDX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

SEIA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Angeles Wealth Management's FNDX Position: Q1 2026 in Review

Angeles Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 4.8% in Q1 2026, buying an estimated $91.9K and bringing the position to 70,728 shares worth $1.97M. The position accounts for 0.11% of the portfolio, ranked #79.

Angeles Wealth Management first reported a position in FNDX in Q2 2022 and has held it in 16 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

Angeles Wealth Management held 70,728 shares of Schwab Fundamental US Large Company Index ETF worth $1.97M as of Q1 2026.
Angeles Wealth Management bought 3,243 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $91.9K.
Schwab Fundamental US Large Company Index ETF made up 0.11% of Angeles Wealth Management's portfolio in Q1 2026, its #79 holding.
Angeles Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2022 and has held it in 16 quarters since.
776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.