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

BXM 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	$504K	Buy	+16,192	New	+$489K	0.27%	88

Other funds holding FNDX

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

BXM Wealth's FNDX Position: Q2 2026 in Review

BXM Wealth opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 16,192 shares worth $504K. The stake represents 0.27% of the portfolio and ranks #88 among its holdings.

317 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

BXM Wealth held 16,192 shares of Schwab Fundamental US Large Company Index ETF worth $504K as of Q2 2026.
Schwab Fundamental US Large Company Index ETF was a new BXM Wealth position in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up 0.27% of BXM Wealth's portfolio in Q2 2026, its #88 holding.
317 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.