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

Elevate Wealth Advisory's FNDX Position: Q2 2026 in Review

Elevate Wealth Advisory increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 39% in Q2 2026, buying an estimated $92.3K and bringing the position to 10,995 shares worth $342K. The position accounts for 0.2% of the portfolio, ranked #64.

Elevate Wealth Advisory first reported a position in FNDX in Q4 2023 and has held it in 11 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

• Elevate Wealth Advisory held 10,995 shares of Schwab Fundamental US Large Company Index ETF worth $342K as of Q2 2026.
• Elevate Wealth Advisory bought 3,060 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $92.3K.
• Schwab Fundamental US Large Company Index ETF made up 0.2% of Elevate Wealth Advisory's portfolio in Q2 2026, its #64 holding.
• Elevate Wealth Advisory first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 11 quarters since.
• 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

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