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

Archford Capital Strategies’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	$12.9M	Buy	416,168 +8,705	+2%	+$263K	1.31%	13
2026 Q1	$11.3M	Sell	407,463 -76,386	-16%	-$2.16M	1.3%	14
2025 Q4	$13.2M	Sell	483,849 -57,608	-11%	-$1.54M	1.53%	14
2025 Q3	$14.2M	Buy	541,457 +294,430	+119%	+$7.48M	1.7%	12
2025 Q2	$6.06M	Buy	247,027 +75,244	+44%	+$1.75M	0.78%	36
2025 Q1	$4.06M	Sell	171,783 -166,520	-49%	-$4.03M	0.59%	45
2024 Q4	$8.01M	Sell	338,303 -614,917	-65%	-$14.9M	1.21%	21
2024 Q3	$7.7M	Buy	953,220 +647,295	+212%	+$14.9M	1.16%	21
2024 Q2	$6.83M	Buy	305,925 +10,116	+3%	+$223K	1.11%	23
2024 Q1	$6.64M	Buy	295,809 +205,713	+228%	+$4.37M	1.12%	21
2023 Q4	$1.86M	Buy	+90,096	New	+$1.73M	0.34%	78

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 22.96% 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

Archford Capital Strategies's FNDX Position: Q2 2026 in Review

Archford Capital Strategies increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 2.1% in Q2 2026, buying an estimated $263K and bringing the position to 416,168 shares worth $12.9M. The position accounts for 1.31% of the portfolio, ranked #13.

Archford Capital Strategies first reported a position in FNDX in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.2M in Q3 2025. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Archford Capital Strategies held 416,168 shares of Schwab Fundamental US Large Company Index ETF worth $12.9M as of Q2 2026.
Archford Capital Strategies bought 8,705 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $263K.
Schwab Fundamental US Large Company Index ETF made up 1.31% of Archford Capital Strategies's portfolio in Q2 2026, its #13 holding.
Archford Capital Strategies first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 11 quarters since.
Archford Capital Strategies's Schwab Fundamental US Large Company Index ETF position peaked at $14.2M in Q3 2025.
839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.