CFD
FNDX icon

Creative Financial Designs’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Creative Financial Designs’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 		$1.05M Sell
37,691
-366
-1% -$10.4K 0.06% 223
2025
Q4 		$1.04M Buy
38,057
+2,414
+7% +$64.6K 0.07% 224
2025
Q3 		$937K Buy
35,643
+8,607
+32% +$219K 0.06% 236
2025
Q2 		$663K Buy
27,036
+3,481
+15% +$81K 0.05% 276
2025
Q1 		$556K Buy
23,555
+864
+4% +$20.9K 0.04% 281
2024
Q4 		$537K Buy
22,691
+794
+4% +$19.3K 0.04% 277
2024
Q3 		$524K Buy
21,897
+195
+0.9% +$4.49K 0.04% 282
2024
Q2 		$485K Buy
21,702
+714
+3% +$15.7K 0.04% 276
2024
Q1 		$471K Buy
20,988
+2,115
+11% +$45K 0.04% 269
2023
Q4 		$390K Buy
18,873
+192
+1% +$3.69K 0.04% 274
2023
Q3 		$349K Buy
18,681
+1,545
+9% +$29.9K 0.04% 262
2023
Q2 		$329K Buy
17,136
+6,432
+60% +$119K 0.04% 263
2023
Q1 		$196K Buy
10,704
+2,061
+24% +$37.8K 0.03% 333
2022
Q4 		$154K Buy
8,643
+3,207
+59% +$56.7K 0.02% 365
2022
Q3 		$87K Buy
5,436
+99
+2% +$1.75K 0.01% 463
2022
Q2 		$91K Buy
5,337
+2,487
+87% +$45.8K 0.01% 454
2022
Q1 		$56K Buy
2,850
+168
+6% +$3.24K 0.01% 546
2021
Q4 		$52K Buy
+2,682
New +$50.9K 0.01% 563
2021
Q3 		– Sell
-30
Closed -$1K – 1412
2021
Q2 		$1K Buy
+30
New +$542 ﹤0.01% 1378

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

Creative Financial Designs's FNDX Position: Q1 2026 in Review

Creative Financial Designs reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.96% in Q1 2026, selling an estimated $10.4K and leaving 37,691 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #223.

Creative Financial Designs first reported a position in FNDX in Q2 2021 and has held it in 19 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Creative Financial Designs held 37,691 shares of Schwab Fundamental US Large Company Index ETF worth $1.05M as of Q1 2026.
  • Creative Financial Designs sold 366 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $10.4K.
  • Schwab Fundamental US Large Company Index ETF made up 0.06% of Creative Financial Designs's portfolio in Q1 2026, its #223 holding.
  • Creative Financial Designs first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2021 and has held it in 19 quarters since.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.