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Archvest Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Archvest Wealth Advisors’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 		$306K Buy
9,841
+554
+6% +$16.7K 0.18% 58
2026
Q1 		$259K Buy
9,287
+21
+0.2% +$595 0.17% 59
2025
Q4 		$252K Buy
9,266
+19
+0.2% +$508 0.16% 56
2025
Q3 		$243K Sell
9,247
-19,922
-68% -$506K 0.22% 56
2025
Q2 		$716K Buy
29,169
+106
+0.4% +$2.47K 0.62% 32
2025
Q1 		$686K Buy
29,063
+455
+2% +$11K 0.57% 35
2024
Q4 		$677K Buy
28,608
+111
+0.4% +$2.69K 0.49% 36
2024
Q3 		$682K Buy
28,497
+102
+0.4% +$2.35K 0.43% 39
2024
Q2 		$632K Buy
28,395
+2,046
+8% +$45.1K 0.42% 37
2024
Q1 		$590K Buy
26,349
+4,284
+19% +$91.1K 0.42% 35
2023
Q4 		$456K Buy
+22,065
New +$424K 0.34% 38

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

Archvest Wealth Advisors's FNDX Position: Q2 2026 in Review

Archvest Wealth Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 6% in Q2 2026, buying an estimated $16.7K and bringing the position to 9,841 shares worth $306K. The position accounts for 0.18% of the portfolio, ranked #58.

Archvest Wealth Advisors first reported a position in FNDX in Q4 2023 and has held it in 11 quarters since. The position peaked at $716K in Q2 2025. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Archvest Wealth Advisors held 9,841 shares of Schwab Fundamental US Large Company Index ETF worth $306K as of Q2 2026.
  • Archvest Wealth Advisors bought 554 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $16.7K.
  • Schwab Fundamental US Large Company Index ETF made up 0.18% of Archvest Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • Archvest Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 11 quarters since.
  • Archvest Wealth Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $716K in Q2 2025.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.