CWM
FNDX icon

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

Centurion 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
Q3 		$5.45M Buy
+173,299
New +$5.55M 1.31% 17

Other funds holding FNDX

FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Centurion Wealth Management's FNDX Position: Q3 2026 in Review

Centurion Wealth Management opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2026: 173,299 shares worth $5.45M. The stake represents 1.31% of the portfolio and ranks #17 among its holdings.

41 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

  • Centurion Wealth Management held 173,299 shares of Schwab Fundamental US Large Company Index ETF worth $5.45M as of Q3 2026.
  • Schwab Fundamental US Large Company Index ETF was a new Centurion Wealth Management position in Q3 2026.
  • Schwab Fundamental US Large Company Index ETF made up 1.31% of Centurion Wealth Management's portfolio in Q3 2026, its #17 holding.
  • 41 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.