AC
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

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 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. 413 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.
  • 413 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.