Equity Wealth Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
Other funds holding FNDX
ML
BFA
SEIA
SCM
Equity Wealth Partners's FNDX Position: Q2 2026 in Review
Equity Wealth Partners increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 6.3% in Q2 2026, buying an estimated $867K and bringing the position to 483,474 shares worth $15M. The position accounts for 5.4% of the portfolio, ranked #4.
Equity Wealth Partners first reported a position in FNDX in Q3 2025 and has held it in 4 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.
- Equity Wealth Partners held 483,474 shares of Schwab Fundamental US Large Company Index ETF worth $15M as of Q2 2026.
- Equity Wealth Partners bought 28,744 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $867K.
- Schwab Fundamental US Large Company Index ETF made up 5.4% of Equity Wealth Partners's portfolio in Q2 2026, its #4 holding.
- Equity Wealth Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2025 and has held it in 4 quarters since.
- 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.
Based on Equity Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.