Destiny Wealth Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Destiny Wealth Partners’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	–	Sell	-17,738	Closed	-$494K	–	486
2026 Q1	$494K	Buy	17,738 +4,349	+32%	+$123K	0.05%	139
2025 Q4	$379K	Hold	13,389	–	–	0.04%	152
2025 Q3	$352K	Buy	13,389 +1,248	+10%	+$31.7K	0.04%	150
2025 Q2	$298K	Hold	12,141	–	–	0.04%	159
2025 Q1	$287K	Buy	+12,141	New	+$293K	0.05%	132

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

Destiny Wealth Partners's FNDX Position: Q2 2026 in Review

Destiny Wealth Partners sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026, closing a stake of 17,738 shares — an estimated $494K sold.

Destiny Wealth Partners first reported a position in FNDX in Q1 2025 and held it in 5 quarters. The position peaked at $494K in Q1 2026. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Destiny Wealth Partners reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 17,738 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $494K.
Destiny Wealth Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2025 and held it in 5 quarters.
Destiny Wealth Partners's Schwab Fundamental US Large Company Index ETF position peaked at $494K in Q1 2026.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.