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Beacon Pointe Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Beacon Pointe Advisors’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 		$4.44M Buy
159,284
+42,422
+36% +$1.2M 0.02% 501
2025
Q4 		$3.18M Buy
116,862
+4,368
+4% +$117K 0.02% 493
2025
Q3 		$2.96M Buy
112,494
+29,011
+35% +$737K 0.03% 461
2025
Q2 		$2.05M Buy
83,483
+36,156
+76% +$841K 0.02% 478
2025
Q1 		$1.12M Sell
47,327
-6,451
-12% -$156K 0.01% 608
2024
Q4 		$1.27M Buy
53,778
+36,489
+211% +$885K 0.01% 576
2024
Q3 		$414K Buy
17,289
+3
+0% +$69 ﹤0.01% 915
2024
Q2 		$386K Sell
17,286
-1,392
-7% -$30.7K ﹤0.01% 965
2024
Q1 		$420K Buy
18,678
+3,345
+22% +$71.1K ﹤0.01% 985
2023
Q4 		$317K Sell
15,333
-14,763
-49% -$284K ﹤0.01% 1061
2023
Q3 		$561K Buy
30,096
+2,274
+8% +$44K 0.01% 831
2023
Q2 		$534K Buy
27,822
+3,648
+15% +$67.4K 0.01% 697
2023
Q1 		$443K Buy
24,174
+6,114
+34% +$112K 0.01% 806
2022
Q4 		$322K Sell
18,060
-150
-0.8% -$2.65K 0.01% 843
2022
Q3 		$290K Sell
18,210
-1,890
-9% -$33.4K 0.01% 807
2022
Q2 		$341K Sell
20,100
-13,335
-40% -$245K 0.01% 778
2022
Q1 		$652K Buy
33,435
+17,637
+112% +$340K 0.01% 733
2021
Q4 		$309K Buy
15,798
+450
+3% +$8.54K 0.01% 723
2021
Q3 		$276K Buy
+15,348
New +$282K 0.01% 737

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 $27.4B AUM 24.17% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 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 $374B AUM 17.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Beacon Pointe Advisors's FNDX Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 36% in Q1 2026, buying an estimated $1.2M and bringing the position to 159,284 shares worth $4.44M. The position accounts for 0.02% of the portfolio, ranked #501.

Beacon Pointe Advisors first reported a position in FNDX in Q3 2021 and has held it in 19 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Beacon Pointe Advisors held 159,284 shares of Schwab Fundamental US Large Company Index ETF worth $4.44M as of Q1 2026.
  • Beacon Pointe Advisors bought 42,422 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $1.2M.
  • Schwab Fundamental US Large Company Index ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #501 holding.
  • Beacon Pointe Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2021 and has held it in 19 quarters since.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.