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

Elevation 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 		$23.3M Buy
747,950
+6,748
+0.9% +$204K 6.97% 2
2026
Q1 		$20.6M Buy
741,202
+3,705
+0.5% +$105K 7.4% 2
2025
Q4 		$20.1M Sell
737,497
-6,987
-0.9% -$187K 7.11% 2
2025
Q3 		$19.6M Buy
744,484
+13,054
+2% +$331K 7.05% 3
2025
Q2 		$17.9M Buy
731,430
+3,193
+0.4% +$74.3K 7.09% 3
2025
Q1 		$17.2M Buy
728,237
+3,906
+0.5% +$94.4K 7.43% 2
2024
Q4 		$17.2M Sell
724,331
-5,509
-0.8% -$134K 7.25% 3
2024
Q3 		$17.5M Buy
729,840
+8,082
+1% +$186K 7.49% 2
2024
Q2 		$16.1M Buy
721,758
+19,152
+3% +$422K 7.63% 2
2024
Q1 		$15.8M Buy
702,606
+43,647
+7% +$928K 7.87% 2
2023
Q4 		$12.3M Sell
658,959
-345
-0.1% -$6.63K 7.39% 2
2023
Q3 		$12.3M Buy
659,304
+29,322
+5% +$567K 10.62% 2
2023
Q2 		$12.4M Buy
629,982
+36,633
+6% +$677K 10.44% 2
2023
Q1 		$10.9M Buy
+593,349
New +$10.9M 9.94% 2

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

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

Elevation Wealth Partners increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.91% in Q2 2026, buying an estimated $204K and bringing the position to 747,950 shares worth $23.3M. The position accounts for 6.97% of the portfolio, ranked #2.

Elevation Wealth Partners first reported a position in FNDX in Q1 2023 and has held it in 14 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Elevation Wealth Partners held 747,950 shares of Schwab Fundamental US Large Company Index ETF worth $23.3M as of Q2 2026.
  • Elevation Wealth Partners bought 6,748 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $204K.
  • Schwab Fundamental US Large Company Index ETF made up 6.97% of Elevation Wealth Partners's portfolio in Q2 2026, its #2 holding.
  • Elevation Wealth Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2023 and has held it in 14 quarters since.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.