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

Evoke Wealth’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	–	Sell	-7,296	Closed	-$203K	–	234
2026 Q1	$203K	Buy	+7,296	New	+$207K	﹤0.01%	667
2023 Q1	–	Sell	-27,654	Closed	-$493K	–	362
2022 Q4	$493K	Hold	27,654	–	–	0.02%	215
2022 Q3	$440K	Hold	27,654	–	–	0.02%	221
2022 Q2	$469K	Hold	27,654	–	–	0.02%	225
2022 Q1	$539K	Hold	27,654	–	–	0.02%	227
2021 Q4	$540K	Buy	+27,654	New	+$525K	0.02%	230

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

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 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 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

Evoke Wealth's FNDX Position: Q2 2026 in Review

Evoke Wealth sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026, closing a stake of 7,296 shares — an estimated $203K sold.

Evoke Wealth first reported a position in FNDX in Q4 2021 and held it in 6 quarters. The position peaked at $540K in Q4 2021. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Evoke Wealth reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 7,296 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $203K.
Evoke Wealth first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and held it in 6 quarters.
Evoke Wealth's Schwab Fundamental US Large Company Index ETF position peaked at $540K in Q4 2021.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.