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Ashton Thomas Private Wealth’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Ashton Thomas Private Wealth’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 		$64.8K Buy
2,085
+1,305
+167% +$39.4K ﹤0.01% 1334
2026
Q1 		$21.7K Buy
+780
New +$22.1K ﹤0.01% 1346
2024
Q3 		– Sell
-1,386
Closed -$30.9K – 1051
2024
Q2 		$30.9K Sell
1,386
-31,203
-96% -$688K ﹤0.01% 1044
2024
Q1 		$732K Buy
+32,589
New +$693K 0.04% 350

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

Ashton Thomas Private Wealth's FNDX Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 167% in Q2 2026, buying an estimated $39.4K and bringing the position to 2,085 shares worth $64.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Ashton Thomas Private Wealth first reported a position in FNDX in Q1 2024 and has held it in 4 quarters since. The position peaked at $732K in Q1 2024. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Ashton Thomas Private Wealth held 2,085 shares of Schwab Fundamental US Large Company Index ETF worth $64.8K as of Q2 2026.
  • Ashton Thomas Private Wealth bought 1,305 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $39.4K.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1334 holding.
  • Ashton Thomas Private Wealth first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2024 and has held it in 4 quarters since.
  • Ashton Thomas Private Wealth's Schwab Fundamental US Large Company Index ETF position peaked at $732K in Q1 2024.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.