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Ausdal Financial Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Ausdal Financial Partners’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
Q1 		$986K Buy
35,388
+2,350
+7% +$66.6K 0.04% 397
2025
Q4 		$899K Buy
33,038
+1,686
+5% +$45.1K 0.04% 390
2025
Q3 		$825K Buy
31,352
+3,263
+12% +$82.8K 0.04% 408
2025
Q2 		$689K Sell
28,089
-876
-3% -$20.4K 0.05% 341
2025
Q1 		$684K Buy
28,965
+2,350
+9% +$56.8K 0.05% 311
2024
Q4 		$630K Buy
26,615
+1,205
+5% +$29.2K 0.05% 296
2024
Q3 		$608K Buy
25,410
+5,976
+31% +$137K 0.06% 271
2024
Q2 		$434K Buy
+19,434
New +$428K 0.05% 313

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ausdal Financial Partners's FNDX Position: Q1 2026 in Review

Ausdal Financial Partners increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 7.1% in Q1 2026, buying an estimated $66.6K and bringing the position to 35,388 shares worth $986K. The position accounts for 0.04% of the portfolio, ranked #397.

Ausdal Financial Partners first reported a position in FNDX in Q2 2024 and has held it in 8 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Ausdal Financial Partners held 35,388 shares of Schwab Fundamental US Large Company Index ETF worth $986K as of Q1 2026.
  • Ausdal Financial Partners bought 2,350 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $66.6K.
  • Schwab Fundamental US Large Company Index ETF made up 0.04% of Ausdal Financial Partners's portfolio in Q1 2026, its #397 holding.
  • Ausdal Financial Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2024 and has held it in 8 quarters since.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.