BFP
FNDX icon

Beacon Financial Planning’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Beacon Financial Planning’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 		$1.1M Buy
39,450
+4,218
+12% +$120K 0.43% 36
2025
Q4 		$959K Buy
35,232
+20
+0.1% +$535 0.46% 33
2025
Q3 		$926K Buy
35,212
+90
+0.3% +$2.29K 0.48% 32
2025
Q2 		$862K Sell
35,122
-4,199
-11% -$97.7K 0.48% 33
2025
Q1 		$928K Buy
39,321
+99
+0.3% +$2.39K 0.53% 32
2024
Q4 		$929K Buy
39,222
+351
+0.9% +$8.51K 0.54% 28
2024
Q3 		$930K Buy
38,871
+19,674
+102% +$453K 0.57% 23
2024
Q2 		$429K Buy
+19,197
New +$423K 0.29% 27

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 $30.4B AUM 27.51% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 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 $424B AUM 22.94% 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 $377B AUM 19.32% 1-Year Est. Return

Beacon Financial Planning's FNDX Position: Q1 2026 in Review

Beacon Financial Planning increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 12% in Q1 2026, buying an estimated $120K and bringing the position to 39,450 shares worth $1.1M. The position accounts for 0.43% of the portfolio, ranked #36.

Beacon Financial Planning first reported a position in FNDX in Q2 2024 and has held it in 8 quarters since. 777 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Beacon Financial Planning held 39,450 shares of Schwab Fundamental US Large Company Index ETF worth $1.1M as of Q1 2026.
  • Beacon Financial Planning bought 4,218 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $120K.
  • Schwab Fundamental US Large Company Index ETF made up 0.43% of Beacon Financial Planning's portfolio in Q1 2026, its #36 holding.
  • Beacon Financial Planning first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2024 and has held it in 8 quarters since.
  • 777 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.