AFP
FNDX icon

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
Q2 		$1.11M Buy
35,717
+329
+0.9% +$9.93K 0.04% 376
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 $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

Ausdal Financial Partners's FNDX Position: Q2 2026 in Review

Ausdal Financial Partners increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.93% in Q2 2026, buying an estimated $9.93K and bringing the position to 35,717 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #376.

Ausdal Financial Partners first reported a position in FNDX in Q2 2024 and has held it in 9 quarters since. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Ausdal Financial Partners held 35,717 shares of Schwab Fundamental US Large Company Index ETF worth $1.11M as of Q2 2026.
  • Ausdal Financial Partners bought 329 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $9.93K.
  • Schwab Fundamental US Large Company Index ETF made up 0.04% of Ausdal Financial Partners's portfolio in Q2 2026, its #376 holding.
  • Ausdal Financial Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2024 and has held it in 9 quarters since.
  • 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.