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

Everhart 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 		$363K Sell
11,684
-1,861
-14% -$56.2K 0.02% 331
2026
Q1 		$377K Buy
13,545
+1,217
+10% +$34.5K 0.03% 323
2025
Q4 		$335K Buy
+12,328
New +$330K 0.03% 309

Other funds holding FNDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

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

Everhart Financial Group reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 14% in Q2 2026, selling an estimated $56.2K and leaving 11,684 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #331.

Everhart Financial Group first reported a position in FNDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $377K in Q1 2026. 213 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Everhart Financial Group held 11,684 shares of Schwab Fundamental US Large Company Index ETF worth $363K as of Q2 2026.
  • Everhart Financial Group sold 1,861 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $56.2K.
  • Schwab Fundamental US Large Company Index ETF made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #331 holding.
  • Everhart Financial Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Everhart Financial Group's Schwab Fundamental US Large Company Index ETF position peaked at $377K in Q1 2026.
  • 213 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.