BWS
FNDX icon

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

BFI Wealth Solutions’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 		$7.2M Buy
231,563
+64,745
+39% +$1.95M 5.33% 2
2026
Q1 		$4.67M Sell
166,818
-72,920
-30% -$2.07M 4.48% 3
2025
Q4 		$6.52M Buy
+239,738
New +$6.41M 6.21% 2

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

BFI Wealth Solutions's FNDX Position: Q2 2026 in Review

BFI Wealth Solutions increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 39% in Q2 2026, buying an estimated $1.95M and bringing the position to 231,563 shares worth $7.2M. The position accounts for 5.33% of the portfolio, ranked #2.

BFI Wealth Solutions first reported a position in FNDX in Q4 2025 and has held it in 3 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • BFI Wealth Solutions held 231,563 shares of Schwab Fundamental US Large Company Index ETF worth $7.2M as of Q2 2026.
  • BFI Wealth Solutions bought 64,745 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $1.95M.
  • Schwab Fundamental US Large Company Index ETF made up 5.33% of BFI Wealth Solutions's portfolio in Q2 2026, its #2 holding.
  • BFI Wealth Solutions first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.