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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
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 $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
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 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

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

Bragg Financial Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2026, closing a stake of 11,272 shares — an estimated $307K sold.

Bragg Financial Advisors first reported a position in FNDX in Q3 2025 and held it in 2 quarters. The position peaked at $307K in Q4 2025. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Bragg Financial Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2026 after selling out during the quarter.
  • Bragg Financial Advisors sold 11,272 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $307K.
  • Bragg Financial Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2025 and held it in 2 quarters.
  • Bragg Financial Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $307K in Q4 2025.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.