Anson Capital’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Anson Capital’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	$335K	Hold	12,025	–	–	0.23%	70
2025 Q4	$327K	Hold	12,025	–	–	0.24%	68
2025 Q3	$316K	Hold	12,025	–	–	0.24%	61
2025 Q2	$295K	Hold	12,025	–	–	0.24%	62
2025 Q1	$284K	Hold	12,025	–	–	0.24%	60
2024 Q4	$285K	Buy	12,025 +1	+0%	+$24	0.25%	57
2024 Q3	$288K	Hold	12,024	–	–	0.26%	55
2024 Q2	$268K	Hold	12,024	–	–	0.26%	52
2024 Q1	$270K	Hold	12,024	–	–	0.39%	50
2023 Q4	$248K	Sell	12,024 -222	-2%	-$4.27K	0.41%	51
2023 Q3	$228K	Hold	12,246	–	–	0.43%	50
2023 Q2	$235K	Buy	+12,246	New	+$226K	0.44%	53
2023 Q1	–	Sell	-15,387	Closed	-$274K	–	75
2022 Q4	$274K	Buy	+15,387	New	+$272K	0.36%	47

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

Anson Capital's FNDX Position: Q1 2026 in Review

Anson Capital held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q1 2026 at 12,025 shares worth $335K. The position accounts for 0.23% of the portfolio, ranked #70.

Anson Capital first reported a position in FNDX in Q4 2022 and has held it in 13 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

Anson Capital held 12,025 shares of Schwab Fundamental US Large Company Index ETF worth $335K as of Q1 2026.
Anson Capital left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q1 2026.
Schwab Fundamental US Large Company Index ETF made up 0.23% of Anson Capital's portfolio in Q1 2026, its #70 holding.
Anson Capital first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2022 and has held it in 13 quarters since.
776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Anson Capital's 13F filing for Q1 2026, filed 14 May 2026.