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Axxcess Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Axxcess 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 		$1.41M Buy
45,243
+15,789
+54% +$476K 0.02% 452
2026
Q1 		$820K Sell
29,454
-1,401
-5% -$39.7K 0.03% 254
2025
Q4 		$840K Buy
30,855
+14,899
+93% +$399K 0.01% 546
2025
Q3 		$420K Buy
15,956
+7,263
+84% +$184K 0.01% 671
2025
Q2 		$213K Hold
8,693
– – 0.01% 830
2025
Q1 		$205K Buy
+8,693
New +$210K 0.01% 806

Other funds holding FNDX

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
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
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Axxcess Wealth Management's FNDX Position: Q2 2026 in Review

Axxcess Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 54% in Q2 2026, buying an estimated $476K and bringing the position to 45,243 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #452.

Axxcess Wealth Management first reported a position in FNDX in Q1 2025 and has held it in 6 quarters since. 528 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Axxcess Wealth Management held 45,243 shares of Schwab Fundamental US Large Company Index ETF worth $1.41M as of Q2 2026.
  • Axxcess Wealth Management bought 15,789 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $476K.
  • Schwab Fundamental US Large Company Index ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #452 holding.
  • Axxcess Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 528 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.