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

Boulay 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
Q1 		$266M Buy
9,567,867
+441,607
+5% +$12.5M 30.58% 1
2025
Q4 		$248M Buy
9,126,260
+353,656
+4% +$9.46M 29.2% 1
2025
Q3 		$231M Buy
8,772,604
+243,340
+3% +$6.18M 32.39% 1
2025
Q2 		$209M Buy
8,529,264
+2,257,735
+36% +$52.5M 31.57% 1
2025
Q1 		$140M Buy
+6,271,529
New +$152M 46.8% 2

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boulay Financial Advisors's FNDX Position: Q1 2026 in Review

Boulay Financial Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 4.8% in Q1 2026, buying an estimated $12.5M and bringing the position to 9,567,867 shares worth $266M. The position accounts for 30.58% of the portfolio, ranked #1.

Boulay Financial Advisors first reported a position in FNDX in Q1 2025 and has held it in 5 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Boulay Financial Advisors held 9,567,867 shares of Schwab Fundamental US Large Company Index ETF worth $266M as of Q1 2026.
  • Boulay Financial Advisors bought 441,607 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $12.5M.
  • Schwab Fundamental US Large Company Index ETF made up 30.58% of Boulay Financial Advisors's portfolio in Q1 2026, its #1 holding.
  • Boulay Financial Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2025 and has held it in 5 quarters since.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Boulay Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.