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EP Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

EP Wealth Advisors’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 		$31.4M Buy
1,009,735
+470,896
+87% +$14.2M 0.12% 133
2026
Q1 		$15M Sell
538,839
-45,179
-8% -$1.28M 0.07% 174
2025
Q4 		$15.9M Buy
+584,018
New +$15.6M 0.08% 154
2025
Q2 		$14.1M Buy
574,387
+499,259
+665% +$11.6M 0.09% 153
2025
Q1 		$1.77M Buy
75,128
+5,749
+8% +$139K 0.01% 386
2024
Q4 		$1.64M Buy
69,379
+4,339
+7% +$105K 0.01% 389
2024
Q3 		$1.56M Sell
65,040
-3,636
-5% -$83.6K 0.01% 406
2024
Q2 		$1.53M Buy
68,676
+31,254
+84% +$689K 0.02% 322
2024
Q1 		$841K Buy
37,422
+14,970
+67% +$318K 0.01% 407
2023
Q4 		$464K Sell
22,452
-4,605
-17% -$88.6K 0.01% 506
2023
Q3 		$505K Sell
27,057
-54,492
-67% -$1.05M 0.01% 464
2023
Q2 		$333K Buy
+81,549
New +$1.51M ﹤0.01% 540
2022
Q2 		– Sell
-19,065
Closed -$372K – 657
2022
Q1 		$372K Buy
19,065
+555
+3% +$10.7K 0.01% 444
2021
Q4 		$362K Buy
+18,510
New +$351K 0.01% 425
2021
Q2 		– Sell
-13,947
Closed -$240K – 540
2021
Q1 		$240K Buy
+13,947
New +$227K 0.01% 440
2017
Q2 		– Sell
-25,374
Closed -$286K – 183
2017
Q1 		$286K Buy
+25,374
New +$283K 0.04% 120

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

EP Wealth Advisors's FNDX Position: Q2 2026 in Review

EP Wealth Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 87% in Q2 2026, buying an estimated $14.2M and bringing the position to 1,009,735 shares worth $31.4M. The position accounts for 0.12% of the portfolio, ranked #133.

EP Wealth Advisors first reported a position in FNDX in Q1 2017 and has held it in 16 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • EP Wealth Advisors held 1,009,735 shares of Schwab Fundamental US Large Company Index ETF worth $31.4M as of Q2 2026.
  • EP Wealth Advisors bought 470,896 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $14.2M.
  • Schwab Fundamental US Large Company Index ETF made up 0.12% of EP Wealth Advisors's portfolio in Q2 2026, its #133 holding.
  • EP Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2017 and has held it in 16 quarters since.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.