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Ethos Financial Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Ethos Financial 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
Q1 		– Sell
-7,726
Closed -$210K – 552
2025
Q4 		$210K Buy
+7,726
New +$207K 0.02% 466

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BFA
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SEIA
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SCM
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ethos Financial Group's FNDX Position: Q1 2026 in Review

Ethos Financial Group sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2026, closing a stake of 7,726 shares — an estimated $210K sold.

Ethos Financial Group first reported a position in FNDX in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 785 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Ethos Financial Group reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2026 after selling out during the quarter.
  • Ethos Financial Group sold 7,726 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $210K.
  • Ethos Financial Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and held it in 1 quarter.
  • Ethos Financial Group's Schwab Fundamental US Large Company Index ETF position peaked at $210K in Q4 2025.
  • 785 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.