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Dynamic Advisor Solutions’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Dynamic Advisor Solutions’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 		$733K Buy
23,562
+3,121
+15% +$94.2K 0.02% 564
2026
Q1 		$569K Buy
20,441
+2,162
+12% +$61.3K 0.02% 610
2025
Q4 		$497K Sell
18,279
-87
-0.5% -$2.33K 0.02% 632
2025
Q3 		$483K Buy
18,366
+62
+0.3% +$1.57K 0.01% 644
2025
Q2 		$449K Buy
18,304
+69
+0.4% +$1.6K 0.01% 630
2025
Q1 		$431K Buy
+18,235
New +$441K 0.01% 618
2024
Q4 		– Sell
-11,244
Closed -$269K – 716
2024
Q3 		$269K Sell
11,244
-3,531
-24% -$81.2K 0.01% 793
2024
Q2 		$330K Buy
14,775
+267
+2% +$5.89K 0.01% 732
2024
Q1 		$326K Buy
14,508
+12
+0.1% +$255 0.01% 732
2023
Q4 		$297K Buy
14,496
+2,889
+25% +$55.6K 0.01% 718
2023
Q3 		$217K Hold
11,607
– – 0.01% 760
2023
Q2 		$223K Buy
+11,607
New +$214K 0.01% 712
2023
Q1 		– Sell
-13,323
Closed -$237K – 768
2022
Q4 		$237K Buy
+13,323
New +$236K 0.02% 615
2022
Q3 		– Sell
-12,489
Closed -$212K – 710
2022
Q2 		$212K Buy
12,489
+1,035
+9% +$19.1K 0.02% 632
2022
Q1 		$223K Sell
11,454
-24
-0.2% -$463 0.02% 650
2021
Q4 		$224K Buy
+11,478
New +$218K 0.02% 651
2020
Q1 		– Sell
-47,886
Closed -$681K – 526
2019
Q4 		$681K Sell
47,886
-8,133
-15% -$111K 0.09% 247
2019
Q3 		$739K Buy
56,019
+408
+0.7% +$5.32K 0.11% 207
2019
Q2 		$725K Buy
+55,611
New +$713K 0.12% 198

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ML
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
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Dynamic Advisor Solutions's FNDX Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 15% in Q2 2026, buying an estimated $94.2K and bringing the position to 23,562 shares worth $733K. The position accounts for 0.02% of the portfolio, ranked #564.

Dynamic Advisor Solutions first reported a position in FNDX in Q2 2019 and has held it in 19 quarters since. The position peaked at $739K in Q3 2019. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Dynamic Advisor Solutions held 23,562 shares of Schwab Fundamental US Large Company Index ETF worth $733K as of Q2 2026.
  • Dynamic Advisor Solutions bought 3,121 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $94.2K.
  • Schwab Fundamental US Large Company Index ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #564 holding.
  • Dynamic Advisor Solutions first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2019 and has held it in 19 quarters since.
  • Dynamic Advisor Solutions's Schwab Fundamental US Large Company Index ETF position peaked at $739K in Q3 2019.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.