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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

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 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. 351 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.
  • 351 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.