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FNDX icon

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

Basepoint Wealth’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 		$1.38K Sell
44
-3,063
-99% -$92.4K ﹤0.01% 545
2026
Q1 		$86.5K Buy
3,107
+3,105
+155,250% +$88K 0.05% 160
2025
Q4 		$55 Buy
+2
New +$54 ﹤0.01% 597

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

Basepoint Wealth's FNDX Position: Q2 2026 in Review

Basepoint Wealth reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 99% in Q2 2026, selling an estimated $92.4K and leaving 44 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Basepoint Wealth first reported a position in FNDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $86.5K in Q1 2026. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Basepoint Wealth held 44 shares of Schwab Fundamental US Large Company Index ETF worth $1.38K as of Q2 2026.
  • Basepoint Wealth sold 3,063 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $92.4K.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Basepoint Wealth's portfolio in Q2 2026, its #545 holding.
  • Basepoint Wealth first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Basepoint Wealth's Schwab Fundamental US Large Company Index ETF position peaked at $86.5K in Q1 2026.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.