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Atomi Financial Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Atomi Financial 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 		$845K Buy
27,175
+14,314
+111% +$432K 0.02% 539
2026
Q1 		$358K Buy
+12,861
New +$364K 0.01% 860
2023
Q2 		– Sell
-12,339
Closed -$226K – 278
2023
Q1 		$226K Buy
+12,339
New +$226K 0.13% 192

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

Atomi Financial Group's FNDX Position: Q2 2026 in Review

Atomi Financial Group increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 111% in Q2 2026, buying an estimated $432K and bringing the position to 27,175 shares worth $845K. The position accounts for 0.02% of the portfolio, ranked #539.

Atomi Financial Group first reported a position in FNDX in Q1 2023 and has held it in 3 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Atomi Financial Group held 27,175 shares of Schwab Fundamental US Large Company Index ETF worth $845K as of Q2 2026.
  • Atomi Financial Group bought 14,314 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $432K.
  • Schwab Fundamental US Large Company Index ETF made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #539 holding.
  • Atomi Financial Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2023 and has held it in 3 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.