Continuum Advisory’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Continuum Advisory’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	$1.17M	Buy	37,481 +562	+2%	+$17K	0.09%	187
2026 Q1	$1.03M	Sell	36,919 -36	-0.1%	-$1.02K	0.1%	189
2025 Q4	$1.01M	Buy	36,955 +1,712	+5%	+$45.8K	0.1%	186
2025 Q3	$927K	Sell	35,243 -189	-0.5%	-$4.8K	0.1%	184
2025 Q2	$869K	Buy	35,432 +13,267	+60%	+$309K	0.1%	185
2025 Q1	$523K	Buy	22,165 +2,214	+11%	+$53.5K	0.07%	229
2024 Q4	$472K	Sell	19,951 -32,441	-62%	-$787K	0.06%	244
2024 Q3	$428K	Buy	52,392 +32,256	+160%	+$742K	0.05%	267
2024 Q2	$450K	Sell	20,136 -1,944	-9%	-$42.9K	0.06%	239
2024 Q1	$489K	Sell	22,080 -48,621	-69%	-$1.03M	0.07%	227
2023 Q4	$1.46M	Sell	70,701 -8,487	-11%	-$163K	0.21%	123
2023 Q3	$1.48M	Sell	79,188 -2,889	-4%	-$55.9K	0.24%	111
2023 Q2	$1.58M	Buy	82,077 +1,995	+2%	+$36.9K	0.25%	108
2023 Q1	$1.47M	Sell	80,082 -1,827	-2%	-$33.5K	0.25%	114
2022 Q4	$1.46M	Buy	81,909 +9,084	+12%	+$161K	0.26%	111
2022 Q3	$1.16M	Sell	72,825 -7,344	-9%	-$130K	0.2%	133
2022 Q2	$1.36M	Sell	80,169 -43,407	-35%	-$799K	0.25%	115
2022 Q1	$2.27M	Buy	123,576 +14,367	+13%	+$277K	0.43%	55
2021 Q4	$2.13M	Buy	109,209 +29,772	+37%	+$565K	0.48%	51
2021 Q3	$1.43M	Buy	+79,437	New	+$1.46M	0.38%	69

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Continuum Advisory's FNDX Position: Q2 2026 in Review

Continuum Advisory increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.5% in Q2 2026, buying an estimated $17K and bringing the position to 37,481 shares worth $1.17M. The position accounts for 0.09% of the portfolio, ranked #187.

Continuum Advisory first reported a position in FNDX in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.27M in Q1 2022. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Continuum Advisory held 37,481 shares of Schwab Fundamental US Large Company Index ETF worth $1.17M as of Q2 2026.
Continuum Advisory bought 562 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $17K.
Schwab Fundamental US Large Company Index ETF made up 0.09% of Continuum Advisory's portfolio in Q2 2026, its #187 holding.
Continuum Advisory first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2021 and has held it in 20 quarters since.
Continuum Advisory's Schwab Fundamental US Large Company Index ETF position peaked at $2.27M in Q1 2022.
839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.