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

Fiduciary 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
Q1 		– Sell
-13,073
Closed -$356K – 351
2025
Q4 		$356K Buy
+13,073
New +$350K 0.05% 240

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
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
ML
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Fiduciary Financial Group's FNDX Position: Q1 2026 in Review

Fiduciary Financial Group sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2026, closing a stake of 13,073 shares — an estimated $356K sold.

Fiduciary Financial Group first reported a position in FNDX in Q4 2025 and held it in 1 quarter. The position peaked at $356K in Q4 2025. 785 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Fiduciary Financial Group reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Financial Group sold 13,073 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $356K.
  • Fiduciary Financial Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and held it in 1 quarter.
  • Fiduciary Financial Group's Schwab Fundamental US Large Company Index ETF position peaked at $356K in Q4 2025.
  • 785 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Fiduciary Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.