FFA
FNDX icon

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
Q3 		$4.49M Buy
142,647
+5,668
+4% +$182K 0.03% 467
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

FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's FNDX Position: Q3 2026 in Review

Farther Finance Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 4.1% in Q3 2026, buying an estimated $182K and bringing the position to 142,647 shares worth $4.49M. The position accounts for 0.03% of the portfolio, ranked #467.

Farther Finance Advisors first reported a position in FNDX in Q4 2022 and has held it in 16 quarters since. 26 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

  • Farther Finance Advisors held 142,647 shares of Schwab Fundamental US Large Company Index ETF worth $4.49M as of Q3 2026.
  • Farther Finance Advisors bought 5,668 Schwab Fundamental US Large Company Index ETF shares in Q3 2026, an estimated $182K.
  • Schwab Fundamental US Large Company Index ETF made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #467 holding.
  • Farther Finance Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2022 and has held it in 16 quarters since.
  • 26 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.