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Capital Investment Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Capital Investment 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 		$1.73M Buy
61,975
+17,558
+40% +$498K 0.03% 259
2025
Q4 		$1.21M Buy
44,417
+8,625
+24% +$231K 0.02% 314
2025
Q3 		$941K Buy
35,792
+5,000
+16% +$127K 0.02% 343
2025
Q2 		$756K Sell
30,792
-232
-0.7% -$5.4K 0.01% 375
2025
Q1 		$732K Buy
31,024
+8,096
+35% +$196K 0.01% 369
2024
Q4 		$543K Buy
22,928
+4,667
+26% +$113K 0.01% 403
2024
Q3 		$437K Sell
18,261
-4,398
-19% -$101K 0.01% 432
2024
Q2 		$506K Buy
22,659
+1,449
+7% +$31.9K 0.01% 395
2024
Q1 		$476K Buy
21,210
+1,716
+9% +$36.5K 0.01% 402
2023
Q4 		$402K Buy
19,494
+6,297
+48% +$121K 0.01% 423
2023
Q3 		$246K Sell
13,197
-1,353
-9% -$26.2K 0.01% 506
2023
Q2 		$279K Buy
+14,550
New +$269K 0.01% 442

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

Capital Investment Advisors's FNDX Position: Q1 2026 in Review

Capital Investment Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 40% in Q1 2026, buying an estimated $498K and bringing the position to 61,975 shares worth $1.73M. The position accounts for 0.03% of the portfolio, ranked #259.

Capital Investment Advisors first reported a position in FNDX in Q2 2023 and has held it in 12 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Capital Investment Advisors held 61,975 shares of Schwab Fundamental US Large Company Index ETF worth $1.73M as of Q1 2026.
  • Capital Investment Advisors bought 17,558 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $498K.
  • Schwab Fundamental US Large Company Index ETF made up 0.03% of Capital Investment Advisors's portfolio in Q1 2026, its #259 holding.
  • Capital Investment Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2023 and has held it in 12 quarters since.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.