Elevate Wealth Advisory’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Elevate Wealth Advisory’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	$221K	Hold	7,935	–	–	0.14%	76
2025 Q4	$216K	Hold	7,935	–	–	0.15%	69
2025 Q3	$209K	Hold	7,935	–	–	0.15%	68
2025 Q2	$195K	Sell	7,935 -939	-11%	-$21.8K	0.14%	77
2025 Q1	$210K	Sell	8,874 -966	-10%	-$23.4K	0.15%	71
2024 Q4	$233K	Hold	9,840	–	–	0.17%	64
2024 Q3	$235K	Hold	9,840	–	–	0.17%	63
2024 Q2	$221K	Hold	9,840	–	–	0.18%	61
2024 Q1	$221K	Sell	9,840 -321	-3%	-$6.82K	0.19%	57
2023 Q4	$210K	Buy	+10,161	New	+$195K	0.19%	58

Other funds holding FNDX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Elevate Wealth Advisory's FNDX Position: Q1 2026 in Review

Elevate Wealth Advisory held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q1 2026 at 7,935 shares worth $221K. The position accounts for 0.14% of the portfolio, ranked #76.

Elevate Wealth Advisory first reported a position in FNDX in Q4 2023 and has held it in 10 quarters since. The position peaked at $235K in Q3 2024. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

Elevate Wealth Advisory held 7,935 shares of Schwab Fundamental US Large Company Index ETF worth $221K as of Q1 2026.
Elevate Wealth Advisory left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q1 2026.
Schwab Fundamental US Large Company Index ETF made up 0.14% of Elevate Wealth Advisory's portfolio in Q1 2026, its #76 holding.
Elevate Wealth Advisory first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's Schwab Fundamental US Large Company Index ETF position peaked at $235K in Q3 2024.
776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.