Blueprint Financial Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Blueprint Financial 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	$5.18M	Sell	166,468 -351	-0.2%	-$10.6K	0.58%	38
2026 Q1	$4.65M	Buy	166,819 +35,866	+27%	+$1.02M	0.69%	31
2025 Q4	$3.56M	Sell	130,953 -63,624	-33%	-$1.7M	0.54%	37
2025 Q3	$5.12M	Buy	194,577 +1,468	+0.8%	+$37.3K	1.11%	26
2025 Q2	$4.74M	Buy	+193,109	New	+$4.49M	1.52%	18

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

Blueprint Financial Advisors's FNDX Position: Q2 2026 in Review

Blueprint Financial Advisors reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.21% in Q2 2026, selling an estimated $10.6K and leaving 166,468 shares worth $5.18M. The position accounts for 0.58% of the portfolio, ranked #38.

Blueprint Financial Advisors first reported a position in FNDX in Q2 2025 and has held it in 5 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Blueprint Financial Advisors held 166,468 shares of Schwab Fundamental US Large Company Index ETF worth $5.18M as of Q2 2026.
Blueprint Financial Advisors sold 351 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $10.6K.
Schwab Fundamental US Large Company Index ETF made up 0.58% of Blueprint Financial Advisors's portfolio in Q2 2026, its #38 holding.
Blueprint Financial Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2025 and has held it in 5 quarters since.
839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Blueprint Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.