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Bravera Wealth’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Bravera Wealth’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 		$6.52M Buy
209,549
+17,906
+9% +$540K 2.5% 10
2026
Q1 		$5.34M Buy
191,643
+33,639
+21% +$953K 2.4% 10
2025
Q4 		$4.3M Buy
+158,004
New +$4.23M 2.15% 13

Other funds holding FNDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

Bravera Wealth's FNDX Position: Q2 2026 in Review

Bravera Wealth increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 9.3% in Q2 2026, buying an estimated $540K and bringing the position to 209,549 shares worth $6.52M. The position accounts for 2.5% of the portfolio, ranked #10.

Bravera Wealth first reported a position in FNDX in Q4 2025 and has held it in 3 quarters since. 286 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Bravera Wealth held 209,549 shares of Schwab Fundamental US Large Company Index ETF worth $6.52M as of Q2 2026.
  • Bravera Wealth bought 17,906 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $540K.
  • Schwab Fundamental US Large Company Index ETF made up 2.5% of Bravera Wealth's portfolio in Q2 2026, its #10 holding.
  • Bravera Wealth first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 286 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.