Beacon Financial Planning
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
Q3 		$1.29M Buy
40,862
+1,121
+3% +$35.9K 0.44% 35
2026
Q2 		$1.24M Buy
39,741
+291
+0.7% +$8.78K 0.42% 37
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% +$2.28K 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

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Glassman Wealth Services
Glassman Wealth Services Vienna, Virginia $837M AUM 14.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Beacon Financial Planning's FNDX Position: Q3 2026 in Review

Beacon Financial Planning increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 2.8% in Q3 2026, buying an estimated $35.9K and bringing the position to 40,862 shares worth $1.29M. The position accounts for 0.44% of the portfolio, ranked #35.

Beacon Financial Planning first reported a position in FNDX in Q2 2024 and has held it in 10 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

  • Beacon Financial Planning held 40,862 shares of Schwab Fundamental US Large Company Index ETF worth $1.29M as of Q3 2026.
  • Beacon Financial Planning bought 1,121 Schwab Fundamental US Large Company Index ETF shares in Q3 2026, an estimated $35.9K.
  • Schwab Fundamental US Large Company Index ETF made up 0.44% of Beacon Financial Planning's portfolio in Q3 2026, its #35 holding.
  • Beacon Financial Planning first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2024 and has held it in 10 quarters since.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Beacon Financial Planning's 13F filing for Q3 2026, filed 4 Nov 2026.