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

Destination 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 		$609K Buy
21,872
+2,480
+13% +$70.3K 0.02% 189
2025
Q4 		$528K Buy
19,392
+6,715
+53% +$180K 0.01% 192
2025
Q3 		$333K Sell
12,677
-6,875
-35% -$175K 0.01% 213
2025
Q2 		$480K Buy
19,552
+2,584
+15% +$60.1K 0.01% 179
2025
Q1 		$401K Buy
16,968
+7,614
+81% +$184K 0.01% 181
2024
Q4 		$222K Buy
9,354
+597
+7% +$14.5K 0.01% 224
2024
Q3 		$209K Buy
+8,757
New +$201K 0.01% 219
2024
Q1 		– Sell
-10,461
Closed -$216K – 227
2023
Q4 		$216K Buy
+10,461
New +$201K 0.01% 187
2022
Q2 		– Sell
-13,272
Closed -$259K – 199
2022
Q1 		$259K Buy
+13,272
New +$256K 0.01% 179
2020
Q3 		– Sell
-17,262
Closed -$212K – 145
2020
Q2 		$212K Sell
17,262
-23,826
-58% -$281K 0.01% 141
2020
Q1 		$429K Sell
41,088
-498
-1% -$6.49K 0.03% 128
2019
Q4 		$592K Buy
+41,586
New +$568K 0.03% 110
2019
Q3 		– Sell
-162
Closed -$2K – 261
2019
Q2 		$2K Sell
162
-3,342
-95% -$42.8K ﹤0.01% 529
2019
Q1 		$44K Sell
3,504
-3,153
-47% -$38.7K ﹤0.01% 280
2018
Q4 		$75K Sell
6,657
-5,397
-45% -$66.5K ﹤0.01% 211
2018
Q3 		$159K Buy
12,054
+873
+8% +$11.3K 0.01% 174
2018
Q2 		$139K Buy
11,181
+10,182
+1,019% +$127K 0.01% 158
2018
Q1 		$19K Buy
+999
New +$12.6K ﹤0.01% 338

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

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

Destination Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 13% in Q1 2026, buying an estimated $70.3K and bringing the position to 21,872 shares worth $609K. The position accounts for 0.02% of the portfolio, ranked #189.

Destination Wealth Management first reported a position in FNDX in Q1 2018 and has held it in 18 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Destination Wealth Management held 21,872 shares of Schwab Fundamental US Large Company Index ETF worth $609K as of Q1 2026.
  • Destination Wealth Management bought 2,480 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $70.3K.
  • Schwab Fundamental US Large Company Index ETF made up 0.02% of Destination Wealth Management's portfolio in Q1 2026, its #189 holding.
  • Destination Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2018 and has held it in 18 quarters since.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.