Clear Point Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Clear Point 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 Q1	$981K	Sell	35,231 -527	-1%	-$14.9K	0.76%	27
2025 Q4	$973K	Sell	35,758 -3,064	-8%	-$82K	0.76%	36
2025 Q3	$1.02M	Sell	38,822 -827	-2%	-$21K	0.79%	32
2025 Q2	$973K	Sell	39,649 -20,509	-34%	-$477K	0.82%	34
2025 Q1	$1.42M	Sell	60,158 -2,563	-4%	-$62K	1.28%	18
2024 Q4	$1.49M	Buy	62,721 +567	+0.9%	+$13.7K	1.27%	19
2024 Q3	$1.49M	Buy	62,154 +2,226	+4%	+$51.2K	1.15%	19
2024 Q2	$1.34M	Buy	59,928 +606	+1%	+$13.4K	1.1%	19
2024 Q1	$1.33M	Buy	59,322 +2,649	+5%	+$56.3K	1.1%	18
2023 Q4	$1.17M	Buy	+56,673	New	+$1.09M	1.03%	21

Other funds holding FNDX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clear Point Advisors's FNDX Position: Q1 2026 in Review

Clear Point Advisors reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.5% in Q1 2026, selling an estimated $14.9K and leaving 35,231 shares worth $981K. The position accounts for 0.76% of the portfolio, ranked #27.

Clear Point Advisors first reported a position in FNDX in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.49M in Q3 2024. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

Clear Point Advisors held 35,231 shares of Schwab Fundamental US Large Company Index ETF worth $981K as of Q1 2026.
Clear Point Advisors sold 527 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $14.9K.
Schwab Fundamental US Large Company Index ETF made up 0.76% of Clear Point Advisors's portfolio in Q1 2026, its #27 holding.
Clear Point Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 10 quarters since.
Clear Point Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $1.49M in Q3 2024.
776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.