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 Q2	$504K	Sell	16,212 -5,660	-26%	-$171K	0.01%	216
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 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

Destination Wealth Management's FNDX Position: Q2 2026 in Review

Destination Wealth Management reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 26% in Q2 2026, selling an estimated $171K and leaving 16,212 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #216.

Destination Wealth Management first reported a position in FNDX in Q1 2018 and has held it in 19 quarters since. The position peaked at $609K in Q1 2026. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Destination Wealth Management held 16,212 shares of Schwab Fundamental US Large Company Index ETF worth $504K as of Q2 2026.
Destination Wealth Management sold 5,660 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $171K.
Schwab Fundamental US Large Company Index ETF made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #216 holding.
Destination Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2018 and has held it in 19 quarters since.
Destination Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $609K in Q1 2026.
839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.