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

EverSource 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 Q1	–	Sell	-300	Closed	-$8.16K	–	4434
2025 Q4	$8.16K	Hold	300	–	–	﹤0.01%	2900
2025 Q3	$7.89K	Hold	300	–	–	﹤0.01%	2949
2025 Q2	$7.36K	Sell	300 -45	-13%	-$1.05K	﹤0.01%	2984
2025 Q1	$8.14K	Buy	345 +45	+15%	+$1.09K	﹤0.01%	2228
2024 Q4	$7.1K	Hold	300	–	–	﹤0.01%	2177
2024 Q3	$7.18K	Hold	300	–	–	﹤0.01%	2055
2024 Q2	$6.95K	Buy	+300	New	+$6.61K	﹤0.01%	2064
2024 Q1	–	Sell	-72	Closed	-$1.53K	–	2931
2023 Q4	$1.49K	Buy	72 +60	+500%	+$1.15K	﹤0.01%	2270
2023 Q3	$224	Buy	+12	New	+$232	﹤0.01%	2437

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

EverSource Wealth Advisors's FNDX Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2026, closing a stake of 300 shares — an estimated $8.16K sold.

EverSource Wealth Advisors first reported a position in FNDX in Q3 2023 and held it in 9 quarters. The position peaked at $8.16K in Q4 2025. 782 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

EverSource Wealth Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 300 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $8.16K.
EverSource Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2023 and held it in 9 quarters.
EverSource Wealth Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $8.16K in Q4 2025.
782 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.