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

ARS Wealth Advisors Group’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	$573K	Buy	18,412 +5,620	+44%	+$170K	0.04%	127
2026 Q1	$356K	Hold	12,792	–	–	0.03%	146
2025 Q4	$348K	Hold	12,792	–	–	0.03%	133
2025 Q3	$336K	Buy	+12,792	New	+$325K	0.03%	132

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

ARS Wealth Advisors Group's FNDX Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 44% in Q2 2026, buying an estimated $170K and bringing the position to 18,412 shares worth $573K. The position accounts for 0.04% of the portfolio, ranked #127.

ARS Wealth Advisors Group first reported a position in FNDX in Q3 2025 and has held it in 4 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

ARS Wealth Advisors Group held 18,412 shares of Schwab Fundamental US Large Company Index ETF worth $573K as of Q2 2026.
ARS Wealth Advisors Group bought 5,620 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $170K.
Schwab Fundamental US Large Company Index ETF made up 0.04% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #127 holding.
ARS Wealth Advisors Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2025 and has held it in 4 quarters since.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.