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Catalyst Financial Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Catalyst Financial Partners’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 		$1.1M Hold
35,210
– – 0.11% 110
2026
Q1 		$981K Buy
35,210
+26,216
+291% +$743K 0.12% 106
2025
Q4 		$245K Hold
8,994
– – 0.03% 278
2025
Q3 		$237K Hold
8,994
– – 0.03% 277
2025
Q2 		$221K Hold
8,994
– – 0.02% 277
2025
Q1 		$212K Hold
8,994
– – 0.04% 264
2024
Q4 		$213K Hold
8,994
– – 0.04% 261
2024
Q3 		$215K Hold
8,994
– – 0.04% 257
2024
Q2 		$201K Buy
+8,994
New +$198K 0.04% 242

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 22.9% 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

Catalyst Financial Partners's FNDX Position: Q2 2026 in Review

Catalyst Financial Partners held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 35,210 shares worth $1.1M. The position accounts for 0.11% of the portfolio, ranked #110.

Catalyst Financial Partners first reported a position in FNDX in Q2 2024 and has held it in 9 quarters since. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Catalyst Financial Partners held 35,210 shares of Schwab Fundamental US Large Company Index ETF worth $1.1M as of Q2 2026.
  • Catalyst Financial Partners left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.11% of Catalyst Financial Partners's portfolio in Q2 2026, its #110 holding.
  • Catalyst Financial Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2024 and has held it in 9 quarters since.
  • 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.