DWM
FNDX icon

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

Darwin Wealth Management’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 		$376K Sell
13,498
-1,982
-13% -$56.2K 0.12% 106
2025
Q4 		$421K Buy
15,480
+172
+1% +$4.6K 0.13% 103
2025
Q3 		$403K Sell
15,308
-944
-6% -$24K 0.13% 103
2025
Q2 		$399K Sell
16,252
-2,036
-11% -$47.4K 0.14% 99
2025
Q1 		$433K Hold
18,288
– – 0.15% 97
2024
Q4 		$433K Sell
18,288
-1,893
-9% -$45.9K 0.15% 97
2024
Q3 		$483K Buy
+20,181
New +$464K 0.13% 97
2024
Q2 		– Sell
-23,454
Closed -$527K – 99
2024
Q1 		$527K Sell
23,454
-1,686
-7% -$35.8K 0.15% 93
2023
Q4 		$519K Sell
25,140
-2,346
-9% -$45.1K 0.14% 94
2023
Q3 		$513K Sell
27,486
-885
-3% -$17.1K 0.14% 94
2023
Q2 		$547K Sell
28,371
-678
-2% -$12.5K 0.14% 93
2023
Q1 		$540K Sell
29,049
-6,285
-18% -$115K 0.15% 93
2022
Q4 		$659K Sell
35,334
-422,508
-92% -$7.48M 0.17% 94
2022
Q3 		$7.62M Sell
457,842
-25,470
-5% -$449K 1.91% 16
2022
Q2 		$8.69M Buy
483,312
+220,614
+84% +$4.06M 1.76% 16
2022
Q1 		$5.12M Buy
+262,698
New +$5.06M 0.84% 32

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

Darwin Wealth Management's FNDX Position: Q1 2026 in Review

Darwin Wealth Management reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 13% in Q1 2026, selling an estimated $56.2K and leaving 13,498 shares worth $376K. The position accounts for 0.12% of the portfolio, ranked #106.

Darwin Wealth Management first reported a position in FNDX in Q1 2022 and has held it in 16 quarters since. The position peaked at $8.69M in Q2 2022. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Darwin Wealth Management held 13,498 shares of Schwab Fundamental US Large Company Index ETF worth $376K as of Q1 2026.
  • Darwin Wealth Management sold 1,982 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $56.2K.
  • Schwab Fundamental US Large Company Index ETF made up 0.12% of Darwin Wealth Management's portfolio in Q1 2026, its #106 holding.
  • Darwin Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2022 and has held it in 16 quarters since.
  • Darwin Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $8.69M in Q2 2022.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.