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CVA Family Office’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

CVA Family Office’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 		$5.27M Buy
189,211
+147
+0.1% +$4.17K 0.55% 40
2025
Q4 		$5.14M Buy
189,064
+36
+0% +$963 0.59% 40
2025
Q3 		$4.97M Buy
189,028
+22
+0% +$559 0.64% 38
2025
Q2 		$4.64M Sell
189,006
-7,033
-4% -$164K 0.65% 37
2025
Q1 		$4.63M Sell
196,039
-1,954
-1% -$47.2K 0.71% 35
2024
Q4 		$4.69M Sell
197,993
-3,862
-2% -$93.6K 0.74% 37
2024
Q3 		$4.83M Sell
201,855
-3,249
-2% -$74.7K 0.78% 30
2024
Q2 		$4.58M Hold
205,104
– – 0.82% 28
2024
Q1 		$4.61M Buy
205,104
+5,325
+3% +$113K 0.82% 27
2023
Q4 		$4.12M Buy
199,779
+2,283
+1% +$43.9K 0.8% 28
2023
Q3 		$3.68M Buy
197,496
+24
+0% +$464 0.84% 28
2023
Q2 		$3.79M Sell
197,472
-1,110
-0.6% -$20.5K 0.79% 28
2023
Q1 		$3.64M Buy
198,582
+852
+0.4% +$15.6K 0.81% 29
2022
Q4 		$3.52M Buy
197,730
+18,699
+10% +$331K 0.85% 29
2022
Q3 		$2.85M Buy
179,031
+87,627
+96% +$1.55M 0.77% 34
2022
Q2 		$1.55M Buy
91,404
+33
+0% +$607 0.42% 51
2022
Q1 		$1.78M Buy
91,371
+10,068
+12% +$194K 0.43% 48
2021
Q4 		$1.59M Sell
81,303
-5,358
-6% -$102K 0.4% 49
2021
Q3 		$1.12M Buy
86,661
+12,375
+17% +$227K 0.81% 32
2021
Q2 		$1.35M Sell
74,286
-4,284
-5% -$77.5K 0.39% 46
2021
Q1 		$1.35M Buy
78,570
+3
+0% +$49 0.51% 42
2020
Q4 		$1.19M Sell
78,567
-8,094
-9% -$114K 0.73% 33
2020
Q3 		$1.12M Buy
86,661
+9
+0% +$117 0.81% 32
2020
Q2 		$1.06M Sell
86,652
-34,464
-28% -$406K 0.87% 30
2020
Q1 		$1.26M Sell
121,116
-34,794
-22% -$453K 1.28% 23
2019
Q4 		$2.22M Buy
+155,910
New +$2.13M 2.04% 13

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

CVA Family Office's FNDX Position: Q1 2026 in Review

CVA Family Office increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.08% in Q1 2026, buying an estimated $4.17K and bringing the position to 189,211 shares worth $5.27M. The position accounts for 0.55% of the portfolio, ranked #40.

CVA Family Office first reported a position in FNDX in Q4 2019 and has held it in 26 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • CVA Family Office held 189,211 shares of Schwab Fundamental US Large Company Index ETF worth $5.27M as of Q1 2026.
  • CVA Family Office bought 147 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $4.17K.
  • Schwab Fundamental US Large Company Index ETF made up 0.55% of CVA Family Office's portfolio in Q1 2026, its #40 holding.
  • CVA Family Office first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2019 and has held it in 26 quarters since.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.