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

Everest 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
Q2 		$584K Sell
18,766
-561
-3% -$16.9K 0.08% 132
2026
Q1 		$538K Buy
+19,327
New +$548K 0.09% 124

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

Everest Financial Group's FNDX Position: Q2 2026 in Review

Everest Financial Group reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 2.9% in Q2 2026, selling an estimated $16.9K and leaving 18,766 shares worth $584K. The position accounts for 0.08% of the portfolio, ranked #132.

Everest Financial Group first reported a position in FNDX in Q1 2026 and has held it in 2 quarters since. 831 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Everest Financial Group held 18,766 shares of Schwab Fundamental US Large Company Index ETF worth $584K as of Q2 2026.
  • Everest Financial Group sold 561 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $16.9K.
  • Schwab Fundamental US Large Company Index ETF made up 0.08% of Everest Financial Group's portfolio in Q2 2026, its #132 holding.
  • Everest Financial Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 831 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.