Atlantic Edge Private Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Atlantic Edge Private Wealth Management’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	$21.7K	Hold	699	–	–	﹤0.01%	334
2026 Q1	$19.5K	Hold	699	–	–	﹤0.01%	321
2025 Q4	$19K	Hold	699	–	–	﹤0.01%	316
2025 Q3	$18.4K	Hold	699	–	–	﹤0.01%	311
2025 Q2	$17.2K	Hold	699	–	–	﹤0.01%	315
2025 Q1	$16.5K	Hold	699	–	–	0.01%	303
2024 Q4	$16.6K	Hold	699	–	–	0.01%	293
2024 Q3	$16.7K	Hold	699	–	–	0.01%	290
2024 Q2	$15.6K	Buy	699 +3	+0.4%	+$66	0.01%	274
2024 Q1	$15.6K	Hold	696	–	–	0.01%	275
2023 Q4	$14.4K	Buy	+696	New	+$13.4K	0.01%	265

Other funds holding FNDX

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

RWM

Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

TNA

True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Atlantic Edge Private Wealth Management's FNDX Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 699 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Atlantic Edge Private Wealth Management first reported a position in FNDX in Q4 2023 and has held it in 11 quarters since. 378 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Atlantic Edge Private Wealth Management held 699 shares of Schwab Fundamental US Large Company Index ETF worth $21.7K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #334 holding.
Atlantic Edge Private Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 11 quarters since.
378 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.