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Archer Investment Corporation’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Archer Investment Corporation’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 		$230K Buy
7,397
+28
+0.4% +$845 0.04% 318
2026
Q1 		$205K Buy
7,369
+29
+0.4% +$822 0.04% 308
2025
Q4 		$200K Buy
7,340
+33
+0.5% +$883 0.05% 267
2025
Q3 		$192K Buy
7,307
+30
+0.4% +$762 0.04% 279
2025
Q2 		$179K Buy
7,277
+32
+0.4% +$745 0.04% 283
2025
Q1 		$171K Buy
7,245
+33
+0.5% +$798 0.04% 270
2024
Q4 		$171K Buy
7,212
+33
+0.5% +$800 0.05% 261
2024
Q3 		$172K Buy
7,179
+6,714
+1,444% +$154K 0.05% 252
2024
Q2 		$10.4K Sell
465
-1,143
-71% -$25.2K ﹤0.01% 653
2024
Q1 		$36.1K Buy
1,608
+1,143
+246% +$24.3K 0.01% 449
2023
Q4 		$9.6K Hold
465
– – ﹤0.01% 657
2023
Q3 		$8.68K Hold
465
– – ﹤0.01% 653
2023
Q2 		$8.92K Buy
+465
New +$8.59K ﹤0.01% 638

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 22.9% 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

Archer Investment Corporation's FNDX Position: Q2 2026 in Review

Archer Investment Corporation increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.38% in Q2 2026, buying an estimated $845 and bringing the position to 7,397 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #318.

Archer Investment Corporation first reported a position in FNDX in Q2 2023 and has held it in 13 quarters since. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Archer Investment Corporation held 7,397 shares of Schwab Fundamental US Large Company Index ETF worth $230K as of Q2 2026.
  • Archer Investment Corporation bought 28 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $845.
  • Schwab Fundamental US Large Company Index ETF made up 0.04% of Archer Investment Corporation's portfolio in Q2 2026, its #318 holding.
  • Archer Investment Corporation first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2023 and has held it in 13 quarters since.
  • 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.