Betterment LLC
FNDX icon

Betterment LLC’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Betterment LLC’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 		$2.98M Buy
95,873
+13,413
+16% +$405K 0.01% 214
2026
Q1 		$2.3M Buy
82,460
+48,248
+141% +$1.37M ﹤0.01% 232
2025
Q4 		$931K Buy
34,212
+753
+2% +$20.1K ﹤0.01% 309
2025
Q3 		$880K Buy
33,459
+4,462
+15% +$113K ﹤0.01% 304
2025
Q2 		$712K Buy
28,997
+15,560
+116% +$362K ﹤0.01% 310
2025
Q1 		$317K Sell
13,437
-1,466
-10% -$35.4K ﹤0.01% 397
2024
Q4 		$353K Sell
14,903
-406
-3% -$9.84K ﹤0.01% 363
2024
Q3 		$366K Sell
15,309
-552
-3% -$12.7K ﹤0.01% 343
2024
Q2 		$354K Sell
15,861
-7,353
-32% -$162K ﹤0.01% 325
2024
Q1 		$521K Buy
23,214
+4,704
+25% +$100K ﹤0.01% 257
2023
Q4 		$382K Sell
18,510
-366
-2% -$7.04K ﹤0.01% 253
2023
Q3 		$352K Buy
+18,876
New +$365K ﹤0.01% 248

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

Betterment LLC's FNDX Position: Q2 2026 in Review

Betterment LLC increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 16% in Q2 2026, buying an estimated $405K and bringing the position to 95,873 shares worth $2.98M. The position accounts for 0.01% of the portfolio, ranked #214.

Betterment LLC first reported a position in FNDX in Q3 2023 and has held it in 12 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Betterment LLC held 95,873 shares of Schwab Fundamental US Large Company Index ETF worth $2.98M as of Q2 2026.
  • Betterment LLC bought 13,413 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $405K.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #214 holding.
  • Betterment LLC first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2023 and has held it in 12 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.