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Farther Finance Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Farther Finance 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
Q2 		$4.26M Buy
136,979
+25,966
+23% +$784K 0.03% 451
2026
Q1 		$3.1M Buy
111,013
+2,041
+2% +$57.8K 0.03% 488
2025
Q4 		$2.97M Buy
108,972
+75,633
+227% +$2.02M 0.03% 453
2025
Q3 		$877K Sell
33,339
-1,464
-4% -$37.2K 0.01% 787
2025
Q2 		$854K Buy
34,803
+19,501
+127% +$454K 0.02% 666
2025
Q1 		$361K Buy
15,302
+7,260
+90% +$176K 0.01% 945
2024
Q4 		$190K Buy
8,042
+233
+3% +$5.65K 0.01% 1009
2024
Q3 		$187K Sell
7,809
-7,746
-50% -$178K 0.01% 1017
2024
Q2 		$346K Buy
15,555
+11,994
+337% +$264K 0.02% 612
2024
Q1 		$79.7K Hold
3,561
– – ﹤0.01% 1022
2023
Q4 		$73.5K Sell
3,561
-1,263
-26% -$24.3K 0.01% 899
2023
Q3 		$90K Hold
4,824
– – 0.01% 598
2023
Q2 		$92.6K Sell
4,824
-768
-14% -$14.2K 0.02% 491
2023
Q1 		$102K Buy
5,592
+1,023
+22% +$18.8K 0.03% 402
2022
Q4 		$81.4K Buy
+4,569
New +$80.8K 0.03% 367

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

Farther Finance Advisors's FNDX Position: Q2 2026 in Review

Farther Finance Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 23% in Q2 2026, buying an estimated $784K and bringing the position to 136,979 shares worth $4.26M. The position accounts for 0.03% of the portfolio, ranked #451.

Farther Finance Advisors first reported a position in FNDX in Q4 2022 and has held it in 15 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Farther Finance Advisors held 136,979 shares of Schwab Fundamental US Large Company Index ETF worth $4.26M as of Q2 2026.
  • Farther Finance Advisors bought 25,966 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $784K.
  • Schwab Fundamental US Large Company Index ETF made up 0.03% of Farther Finance Advisors's portfolio in Q2 2026, its #451 holding.
  • Farther Finance Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2022 and has held it in 15 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.