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Boyce & Associates Wealth Consulting’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Boyce & Associates Wealth Consulting’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 		$7.56M Buy
243,240
+7,086
+3% +$214K 5.24% 4
2026
Q1 		$6.58M Buy
236,154
+6,689
+3% +$190K 4.98% 5
2025
Q4 		$6.24M Buy
229,465
+4,547
+2% +$122K 5.23% 5
2025
Q3 		$5.92M Buy
224,918
+43,207
+24% +$1.1M 4.84% 7
2025
Q2 		$4.47M Buy
181,711
+169,249
+1,358% +$3.94M 4.08% 6
2025
Q1 		$294K Buy
12,462
+2,100
+20% +$50.8K 0.29% 53
2024
Q4 		$245K Hold
10,362
– – 0.25% 63
2024
Q3 		$248K Hold
10,362
– – 0.26% 63
2024
Q2 		$231K Sell
10,362
-249
-2% -$5.49K 0.27% 62
2024
Q1 		$238K Buy
+10,611
New +$226K 0.31% 52

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
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 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

Boyce & Associates Wealth Consulting's FNDX Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 3% in Q2 2026, buying an estimated $214K and bringing the position to 243,240 shares worth $7.56M. The position accounts for 5.24% of the portfolio, ranked #4.

Boyce & Associates Wealth Consulting first reported a position in FNDX in Q1 2024 and has held it in 10 quarters since. 836 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Boyce & Associates Wealth Consulting held 243,240 shares of Schwab Fundamental US Large Company Index ETF worth $7.56M as of Q2 2026.
  • Boyce & Associates Wealth Consulting bought 7,086 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $214K.
  • Schwab Fundamental US Large Company Index ETF made up 5.24% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #4 holding.
  • Boyce & Associates Wealth Consulting first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2024 and has held it in 10 quarters since.
  • 836 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.