Avantax Planning Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Avantax Planning 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	$257K	Buy	+8,261	New	+$249K	0.01%	393
2018 Q4	–	Sell	-2,037	Closed	-$27K	–	602
2018 Q3	$27K	Buy	+2,037	New	+$26.5K	﹤0.01%	629
2018 Q2	–	Sell	-2,034	Closed	-$25K	–	661
2018 Q1	$25K	Buy	+2,034	New	+$25.6K	﹤0.01%	695

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

Avantax Planning Partners's FNDX Position: Q2 2026 in Review

Avantax Planning Partners opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 8,261 shares worth $257K. The stake represents 0.01% of the portfolio and ranks #393 among its holdings. This is a return to the name: Avantax Planning Partners previously reported a position in FNDX as recently as Q3 2018.

Avantax Planning Partners first reported a position in FNDX in Q1 2018 and has held it in 3 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Avantax Planning Partners held 8,261 shares of Schwab Fundamental US Large Company Index ETF worth $257K as of Q2 2026.
Schwab Fundamental US Large Company Index ETF was a new Avantax Planning Partners position in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #393 holding.
Avantax Planning Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2018 and has held it in 3 quarters since.
839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.