Archvest Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
Other funds holding FNDX
BFA
ML
SEIA
SCM
Archvest Wealth Advisors's FNDX Position: Q1 2026 in Review
Archvest Wealth Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.23% in Q1 2026, buying an estimated $595 and bringing the position to 9,287 shares worth $259K. The position accounts for 0.17% of the portfolio, ranked #59.
Archvest Wealth Advisors first reported a position in FNDX in Q4 2023 and has held it in 10 quarters since. The position peaked at $716K in Q2 2025. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.
- Archvest Wealth Advisors held 9,287 shares of Schwab Fundamental US Large Company Index ETF worth $259K as of Q1 2026.
- Archvest Wealth Advisors bought 21 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $595.
- Schwab Fundamental US Large Company Index ETF made up 0.17% of Archvest Wealth Advisors's portfolio in Q1 2026, its #59 holding.
- Archvest Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 10 quarters since.
- Archvest Wealth Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $716K in Q2 2025.
- 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.
Based on Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.