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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
Q2 		$303M Buy
9,744,092
+176,225
+2% +$5.32M 28.06% 1
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 $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Ameriprise
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Boulay Financial Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.8% in Q2 2026, buying an estimated $5.32M and bringing the position to 9,744,092 shares worth $303M. The position accounts for 28.06% of the portfolio, ranked #1.

Boulay Financial Advisors first reported a position in FNDX in Q1 2025 and has held it in 6 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Boulay Financial Advisors held 9,744,092 shares of Schwab Fundamental US Large Company Index ETF worth $303M as of Q2 2026.
  • Boulay Financial Advisors bought 176,225 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $5.32M.
  • Schwab Fundamental US Large Company Index ETF made up 28.06% of Boulay Financial Advisors's portfolio in Q2 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 6 quarters since.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Boulay Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.