Envestnet Portfolio Solutions
FNDX icon

Envestnet Portfolio Solutions’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Envestnet Portfolio Solutions’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 		$617K Sell
19,846
-1,869
-9% -$56.4K ﹤0.01% 901
2026
Q1 		$605K Buy
21,715
+693
+3% +$19.6K ﹤0.01% 812
2025
Q4 		$572K Buy
21,022
+425
+2% +$11.4K ﹤0.01% 996
2025
Q3 		$542K Buy
20,597
+420
+2% +$10.7K ﹤0.01% 994
2025
Q2 		$495K Buy
20,177
+2,035
+11% +$47.4K ﹤0.01% 1100
2025
Q1 		$428K Sell
18,142
-6,016
-25% -$145K ﹤0.01% 1120
2024
Q4 		$572K Buy
24,158
+218
+0.9% +$5.29K ﹤0.01% 1174
2024
Q3 		$573K Buy
23,940
+663
+3% +$15.3K ﹤0.01% 1128
2024
Q2 		$520K Sell
23,277
-1,950
-8% -$43K ﹤0.01% 1122
2024
Q1 		$567K Sell
25,227
-6,702
-21% -$142K ﹤0.01% 1067
2023
Q4 		$659K Sell
31,929
-1,179
-4% -$22.7K ﹤0.01% 932
2023
Q3 		$618K Buy
+33,108
New +$640K ﹤0.01% 900

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

Envestnet Portfolio Solutions's FNDX Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 8.6% in Q2 2026, selling an estimated $56.4K and leaving 19,846 shares worth $617K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Envestnet Portfolio Solutions first reported a position in FNDX in Q3 2023 and has held it in 12 quarters since. The position peaked at $659K in Q4 2023. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Envestnet Portfolio Solutions held 19,846 shares of Schwab Fundamental US Large Company Index ETF worth $617K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 1,869 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $56.4K.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #901 holding.
  • Envestnet Portfolio Solutions first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Schwab Fundamental US Large Company Index ETF position peaked at $659K in Q4 2023.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.