Blake Schutter Theil Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Blake Schutter Theil Wealth 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 Q2	$532K	Hold	17,099	–	–	0.36%	61
2026 Q1	$476K	Hold	17,099	–	–	0.39%	66
2025 Q4	$465K	Hold	17,099	–	–	0.38%	65
2025 Q3	$450K	Sell	17,099 -35	-0.2%	-$889	0.44%	66
2025 Q2	$420K	Hold	17,134	–	–	0.48%	63
2025 Q1	$405K	Sell	17,134 -40	-0.2%	-$967	0.46%	71
2024 Q4	$407K	Sell	17,174 -70	-0.4%	-$1.7K	0.43%	67
2024 Q3	$412K	Buy	+17,244	New	+$397K	0.3%	95

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's FNDX Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 17,099 shares worth $532K. The position accounts for 0.36% of the portfolio, ranked #61.

Blake Schutter Theil Wealth Advisors first reported a position in FNDX in Q3 2024 and has held it in 8 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 17,099 shares of Schwab Fundamental US Large Company Index ETF worth $532K as of Q2 2026.
Blake Schutter Theil Wealth Advisors left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up 0.36% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #61 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2024 and has held it in 8 quarters since.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.