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

BlueStem Wealth Partners’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	$73.4M	Buy	2,361,445 +1,542,111	+188%	+$46.5M	7.31%	2
2026 Q1	$22.8M	Sell	819,334 -1,146,810	-58%	-$32.5M	2.54%	13
2025 Q4	$53.5M	Buy	1,966,144 +68,756	+4%	+$1.84M	5.91%	5
2025 Q3	$49.9M	Sell	1,897,388 -1,593,590	-46%	-$40.5M	5.71%	4
2025 Q2	$85.7M	Buy	3,490,978 +1,908,596	+121%	+$44.4M	10.53%	2
2025 Q1	$37.4M	Sell	1,582,382 -671,881	-30%	-$16.2M	5.09%	7
2024 Q4	$53.4M	Buy	+2,254,263	New	+$54.7M	7.01%	3

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

BlueStem Wealth Partners's FNDX Position: Q2 2026 in Review

BlueStem Wealth Partners increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 188% in Q2 2026, buying an estimated $46.5M and bringing the position to 2,361,445 shares worth $73.4M. The position accounts for 7.31% of the portfolio, ranked #2.

BlueStem Wealth Partners first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. The position peaked at $85.7M in Q2 2025. 836 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

BlueStem Wealth Partners held 2,361,445 shares of Schwab Fundamental US Large Company Index ETF worth $73.4M as of Q2 2026.
BlueStem Wealth Partners bought 1,542,111 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $46.5M.
Schwab Fundamental US Large Company Index ETF made up 7.31% of BlueStem Wealth Partners's portfolio in Q2 2026, its #2 holding.
BlueStem Wealth Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
BlueStem Wealth Partners's Schwab Fundamental US Large Company Index ETF position peaked at $85.7M in Q2 2025.
836 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.