Aspiring Ventures’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Aspiring Ventures’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	$2.02M	Hold	64,926	–	–	0.49%	23
2026 Q1	$1.81M	Sell	64,926 -4,650	-7%	-$132K	0.55%	22
2025 Q4	$1.89M	Sell	69,576 -441	-0.6%	-$11.8K	0.64%	21
2025 Q3	$1.84M	Hold	70,017	–	–	0.63%	19
2025 Q2	$1.72M	Hold	70,017	–	–	0.76%	18
2025 Q1	$1.61M	Hold	70,017	–	–	0.89%	17
2024 Q4	$1.71M	Buy	+70,017	New	+$1.7M	1.08%	14

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

Aspiring Ventures's FNDX Position: Q2 2026 in Review

Aspiring Ventures held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 64,926 shares worth $2.02M. The position accounts for 0.49% of the portfolio, ranked #23.

Aspiring Ventures first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Aspiring Ventures held 64,926 shares of Schwab Fundamental US Large Company Index ETF worth $2.02M as of Q2 2026.
Aspiring Ventures left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up 0.49% of Aspiring Ventures's portfolio in Q2 2026, its #23 holding.
Aspiring Ventures first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Aspiring Ventures's 13F filing for Q2 2026, filed 5 Aug 2026.