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FNDX icon

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

Apella 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
Q2 		$1.15M Buy
36,798
+775
+2% +$23.4K 0.02% 347
2026
Q1 		$1.06M Sell
36,023
-2,019
-5% -$57.2K 0.02% 351
2025
Q4 		$1.04M Sell
38,042
-199
-0.5% -$5.33K 0.02% 277
2025
Q3 		$996K Buy
38,241
+2,338
+7% +$59.4K 0.02% 254
2025
Q2 		$890K Buy
35,903
+35
+0.1% +$814 0.02% 231
2025
Q1 		$806K Buy
35,868
+37
+0.1% +$894 0.03% 214
2024
Q4 		$848K Buy
35,831
+38
+0.1% +$921 0.03% 177
2024
Q3 		$851K Sell
35,793
-1,263
-3% -$29.1K 0.04% 162
2024
Q2 		$832K Buy
37,056
+11,733
+46% +$259K 0.04% 160
2024
Q1 		$563K Hold
25,323
– – 0.03% 182
2023
Q4 		$518K Buy
+25,323
New +$487K 0.03% 182

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Apella Capital's FNDX Position: Q2 2026 in Review

Apella Capital increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 2.2% in Q2 2026, buying an estimated $23.4K and bringing the position to 36,798 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #347.

Apella Capital first reported a position in FNDX in Q4 2023 and has held it in 11 quarters since. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Apella Capital held 36,798 shares of Schwab Fundamental US Large Company Index ETF worth $1.15M as of Q2 2026.
  • Apella Capital bought 775 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $23.4K.
  • Schwab Fundamental US Large Company Index ETF made up 0.02% of Apella Capital's portfolio in Q2 2026, its #347 holding.
  • Apella Capital first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.