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 Q3	$8.59M	Buy	272,866 +29,626	+12%	+$949K	5.21%	3
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

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

KHC

Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

WFL

Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Boyce & Associates Wealth Consulting's FNDX Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 12% in Q3 2026, buying an estimated $949K and bringing the position to 272,866 shares worth $8.59M. The position accounts for 5.21% of the portfolio, ranked #3.

Boyce & Associates Wealth Consulting first reported a position in FNDX in Q1 2024 and has held it in 11 quarters since. 96 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

Boyce & Associates Wealth Consulting held 272,866 shares of Schwab Fundamental US Large Company Index ETF worth $8.59M as of Q3 2026.
Boyce & Associates Wealth Consulting bought 29,626 Schwab Fundamental US Large Company Index ETF shares in Q3 2026, an estimated $949K.
Schwab Fundamental US Large Company Index ETF made up 5.21% of Boyce & Associates Wealth Consulting's portfolio in Q3 2026, its #3 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 11 quarters since.
96 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.