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FNDX icon

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

Crewe 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 		$211K Hold
6,785
– – 0.02% 226
2026
Q1 		$189K Hold
6,785
– – 0.02% 217
2025
Q4 		$185K Hold
6,785
– – 0.02% 212
2025
Q3 		$178K Hold
6,785
– – 0.02% 222
2025
Q2 		$167K Buy
6,785
+2,525
+59% +$58.8K 0.02% 176
2025
Q1 		$101K Hold
4,260
– – 0.01% 201
2024
Q4 		$101K Hold
4,260
– – 0.01% 207
2024
Q3 		$102K Hold
4,260
– – 0.01% 226
2024
Q2 		$95.1K Hold
4,260
– – 0.01% 278
2024
Q1 		$95.7K Hold
4,260
– – 0.01% 281
2023
Q4 		$88K Buy
+4,260
New +$81.9K 0.01% 104

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

Crewe Advisors's FNDX Position: Q2 2026 in Review

Crewe Advisors held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 6,785 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #226.

Crewe Advisors first reported a position in FNDX in Q4 2023 and has held it in 11 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Crewe Advisors held 6,785 shares of Schwab Fundamental US Large Company Index ETF worth $211K as of Q2 2026.
  • Crewe Advisors left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #226 holding.
  • Crewe Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.