Diversify Advisory Services’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$336K Buy
+10,628
New +$321K 0.01% 1009
2026
Q1
Sell
-8,574
Closed -$242K 448
2025
Q4
$242K Sell
8,574
-934
-10% -$25K 0.01% 816
2025
Q3
$252K Buy
+9,508
New +$241K 0.01% 774
2024
Q4
Sell
-26,700
Closed -$214K 641
2024
Q3
$214K Buy
+26,700
New +$614K 0.01% 590

Other funds holding FNDX

Diversify Advisory Services's FNDX Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 10,628 shares worth $336K. The stake represents 0.01% of the portfolio and ranks #1009 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in FNDX as recently as Q4 2025.

Diversify Advisory Services first reported a position in FNDX in Q3 2024 and has held it in 4 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Diversify Advisory Services held 10,628 shares of Schwab Fundamental US Large Company Index ETF worth $336K as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new Diversify Advisory Services position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1009 holding.
  • Diversify Advisory Services first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2024 and has held it in 4 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.