Cerity Partners
FNDX icon

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

Cerity 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
Q1 		$18.1M Buy
649,070
+119,466
+23% +$3.39M 0.03% 473
2025
Q4 		$14.4M Sell
529,604
-9,913
-2% -$265K 0.02% 507
2025
Q3 		$14.2M Sell
539,517
-18,497
-3% -$470K 0.02% 466
2025
Q2 		$13.7M Sell
558,014
-33,442
-6% -$778K 0.02% 437
2025
Q1 		$14M Buy
591,456
+939
+0.2% +$22.7K 0.03% 412
2024
Q4 		$14M Buy
590,517
+130,461
+28% +$3.16M 0.03% 399
2024
Q3 		$11M Sell
460,056
-23,670
-5% -$545K 0.02% 458
2024
Q2 		$10.8M Buy
483,726
+36,402
+8% +$803K 0.03% 393
2024
Q1 		$10M Sell
447,324
-67,611
-13% -$1.44M 0.03% 457
2023
Q4 		$10.6M Buy
514,935
+420,402
+445% +$8.08M 0.03% 359
2023
Q3 		$1.76M Sell
94,533
-461,424
-83% -$8.92M 0.01% 610
2023
Q2 		$10.7M Buy
555,957
+78,153
+16% +$1.44M 0.04% 333
2023
Q1 		$8.74M Buy
477,804
+93,618
+24% +$1.72M 0.02% 377
2022
Q4 		$6.84M Buy
384,186
+345,537
+894% +$6.11M 0.04% 310
2022
Q3 		$616K Buy
38,649
+12,003
+45% +$212K 0.01% 638
2022
Q2 		$437K Buy
26,646
+13,230
+99% +$244K ﹤0.01% 785
2022
Q1 		$262K Buy
+13,416
New +$259K ﹤0.01% 775

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

Cerity Partners's FNDX Position: Q1 2026 in Review

Cerity Partners increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 23% in Q1 2026, buying an estimated $3.39M and bringing the position to 649,070 shares worth $18.1M. The position accounts for 0.03% of the portfolio, ranked #473.

Cerity Partners first reported a position in FNDX in Q1 2022 and has held it in 17 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Cerity Partners held 649,070 shares of Schwab Fundamental US Large Company Index ETF worth $18.1M as of Q1 2026.
  • Cerity Partners bought 119,466 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $3.39M.
  • Schwab Fundamental US Large Company Index ETF made up 0.03% of Cerity Partners's portfolio in Q1 2026, its #473 holding.
  • Cerity Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2022 and has held it in 17 quarters since.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.