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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$965K Buy
31,034
+604
+2% +$18.2K 0.16% 99
2026
Q1
$847K Sell
30,430
-222
-0.7% -$6.29K 0.17% 83
2025
Q4
$834K Buy
+30,652
New +$820K 0.18% 80

Other funds holding FNDX

Crusonia Wealth Advisors's FNDX Position: Q2 2026 in Review

Crusonia Wealth Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 2% in Q2 2026, buying an estimated $18.2K and bringing the position to 31,034 shares worth $965K. The position accounts for 0.16% of the portfolio, ranked #99.

Crusonia Wealth Advisors first reported a position in FNDX in Q4 2025 and has held it in 3 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Crusonia Wealth Advisors held 31,034 shares of Schwab Fundamental US Large Company Index ETF worth $965K as of Q2 2026.
  • Crusonia Wealth Advisors bought 604 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $18.2K.
  • Schwab Fundamental US Large Company Index ETF made up 0.16% of Crusonia Wealth Advisors's portfolio in Q2 2026, its #99 holding.
  • Crusonia Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Crusonia Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.