Empower Advisory Group
FNDX icon

Empower Advisory Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Empower Advisory Group’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 		$482K Sell
15,504
-4,990
-24% -$151K ﹤0.01% 353
2026
Q1 		$571K Sell
20,494
-465
-2% -$13.2K ﹤0.01% 304
2025
Q4 		$570K Sell
20,959
-26,689
-56% -$714K ﹤0.01% 320
2025
Q3 		$1.25M Buy
47,648
+24,297
+104% +$617K ﹤0.01% 233
2025
Q2 		$573K Buy
23,351
+6,713
+40% +$156K ﹤0.01% 309
2025
Q1 		$393K Buy
16,638
+1,155
+7% +$27.9K ﹤0.01% 350
2024
Q4 		$367K Sell
15,483
-2,997
-16% -$72.7K ﹤0.01% 366
2024
Q3 		$442K Sell
18,480
-3,939
-18% -$90.6K ﹤0.01% 335
2024
Q2 		$501K Buy
22,419
+10,458
+87% +$231K ﹤0.01% 301
2024
Q1 		$269K Sell
11,961
-10,095
-46% -$215K ﹤0.01% 431
2023
Q4 		$455K Buy
+22,056
New +$424K ﹤0.01% 312

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

Empower Advisory Group's FNDX Position: Q2 2026 in Review

Empower Advisory Group reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 24% in Q2 2026, selling an estimated $151K and leaving 15,504 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Empower Advisory Group first reported a position in FNDX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.25M in Q3 2025. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Empower Advisory Group held 15,504 shares of Schwab Fundamental US Large Company Index ETF worth $482K as of Q2 2026.
  • Empower Advisory Group sold 4,990 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $151K.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #353 holding.
  • Empower Advisory Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 11 quarters since.
  • Empower Advisory Group's Schwab Fundamental US Large Company Index ETF position peaked at $1.25M in Q3 2025.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.