BW
FNDX icon

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

BIP Wealth’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 		$615K Buy
22,069
+6,426
+41% +$182K 0.03% 267
2025
Q4 		$426K Buy
15,643
+10
+0.1% +$268 0.02% 316
2025
Q3 		$411K Sell
15,633
-425
-3% -$10.8K 0.02% 197
2025
Q2 		$394K Sell
16,058
-98
-0.6% -$2.28K 0.02% 174
2025
Q1 		$381K Buy
16,156
+872
+6% +$21.1K 0.02% 179
2024
Q4 		$362K Buy
+15,284
New +$371K 0.02% 186

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

BIP Wealth's FNDX Position: Q1 2026 in Review

BIP Wealth increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 41% in Q1 2026, buying an estimated $182K and bringing the position to 22,069 shares worth $615K. The position accounts for 0.03% of the portfolio, ranked #267.

BIP Wealth first reported a position in FNDX in Q4 2024 and has held it in 6 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • BIP Wealth held 22,069 shares of Schwab Fundamental US Large Company Index ETF worth $615K as of Q1 2026.
  • BIP Wealth bought 6,426 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $182K.
  • Schwab Fundamental US Large Company Index ETF made up 0.03% of BIP Wealth's portfolio in Q1 2026, its #267 holding.
  • BIP Wealth first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 6 quarters since.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.