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

Apollon 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 Q2	$420K	Buy	13,510 +2,843	+27%	+$85.8K	0.01%	1099
2026 Q1	$297K	Hold	10,667	–	–	﹤0.01%	1122
2025 Q4	$290K	Buy	+10,667	New	+$285K	0.01%	1075
2023 Q3	–	Sell	-13,077	Closed	-$251K	–	932
2023 Q2	$251K	Sell	13,077 -1,767	-12%	-$32.6K	0.01%	789
2023 Q1	$272K	Buy	+14,844	New	+$272K	0.02%	707

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Apollon Wealth Management's FNDX Position: Q2 2026 in Review

Apollon Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 27% in Q2 2026, buying an estimated $85.8K and bringing the position to 13,510 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #1099.

Apollon Wealth Management first reported a position in FNDX in Q1 2023 and has held it in 5 quarters since. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Apollon Wealth Management held 13,510 shares of Schwab Fundamental US Large Company Index ETF worth $420K as of Q2 2026.
Apollon Wealth Management bought 2,843 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $85.8K.
Schwab Fundamental US Large Company Index ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1099 holding.
Apollon Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2023 and has held it in 5 quarters since.
840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.