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CLA (CliftonLarsonAllen) Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
Q2 		$322K Buy
+10,346
New +$312K ﹤0.01% 241
2025
Q2 		– Sell
-10,634
Closed -$251K – 206
2025
Q1 		$251K Sell
10,634
-5,357
-34% -$129K ﹤0.01% 190
2024
Q4 		$379K Buy
+15,991
New +$388K 0.01% 176

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

CLA (CliftonLarsonAllen) Wealth Advisors's FNDX Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 10,346 shares worth $322K. The stake represents ﹤0.01% of the portfolio and ranks #241 among its holdings. This is a return to the name: CLA (CliftonLarsonAllen) Wealth Advisors previously reported a position in FNDX as recently as Q1 2025.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in FNDX in Q4 2024 and has held it in 3 quarters since. The position peaked at $379K in Q4 2024. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 10,346 shares of Schwab Fundamental US Large Company Index ETF worth $322K as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #241 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 3 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $379K in Q4 2024.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.