BFA
FNDX icon

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

Bragg 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 		$201K Buy
+6,450
New +$195K 0.01% 363
2026
Q1 		– Sell
-11,272
Closed -$307K – 363
2025
Q4 		$307K Hold
11,272
– – 0.01% 309
2025
Q3 		$296K Buy
+11,272
New +$286K 0.01% 310

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 22.9% 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

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

Bragg Financial Advisors opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 6,450 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #363 among its holdings. This is a return to the name: Bragg Financial Advisors previously reported a position in FNDX as recently as Q4 2025.

Bragg Financial Advisors first reported a position in FNDX in Q3 2025 and has held it in 3 quarters since. The position peaked at $307K in Q4 2025. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Bragg Financial Advisors held 6,450 shares of Schwab Fundamental US Large Company Index ETF worth $201K as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new Bragg Financial Advisors position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Bragg Financial Advisors's portfolio in Q2 2026, its #363 holding.
  • Bragg Financial Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2025 and has held it in 3 quarters since.
  • Bragg Financial Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $307K in Q4 2025.
  • 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.