CrossGen Wealth’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

CrossGen Wealth’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	$31.6K	Buy	+1,015	New	+$30.6K	0.02%	114

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

CrossGen Wealth's FNDX Position: Q2 2026 in Review

CrossGen Wealth opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 1,015 shares worth $31.6K. The stake represents 0.02% of the portfolio and ranks #114 among its holdings.

834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

CrossGen Wealth held 1,015 shares of Schwab Fundamental US Large Company Index ETF worth $31.6K as of Q2 2026.
Schwab Fundamental US Large Company Index ETF was a new CrossGen Wealth position in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up 0.02% of CrossGen Wealth's portfolio in Q2 2026, its #114 holding.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.