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Cassaday & Co Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Cassaday & Co Wealth Management’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 		$41.9K Buy
1,347
+477
+55% +$14.4K ﹤0.01% 655
2026
Q1 		$24.2K Buy
+870
New +$24.7K ﹤0.01% 755

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 22.96% 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

Cassaday & Co Wealth Management's FNDX Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 55% in Q2 2026, buying an estimated $14.4K and bringing the position to 1,347 shares worth $41.9K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Cassaday & Co Wealth Management first reported a position in FNDX in Q1 2026 and has held it in 2 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,347 shares of Schwab Fundamental US Large Company Index ETF worth $41.9K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 477 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $14.4K.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #655 holding.
  • Cassaday & Co Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.