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

Financial Connections 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	$34K	Hold	1,227	–	–	0.01%	127
2025 Q4	$33K	Sell	1,227 -4,564	-79%	-$122K	0.01%	122
2025 Q3	$152K	Sell	5,791 -1,107	-16%	-$28.1K	0.06%	78
2025 Q2	$169K	Buy	6,898 +2,334	+51%	+$54.3K	0.07%	64
2025 Q1	$107K	Buy	+4,564	New	+$110K	0.05%	74
2022 Q2	–	Sell	-570	Closed	-$11K	–	286
2022 Q1	$11K	Sell	570 -189	-25%	-$3.64K	0.01%	184
2021 Q4	$14K	Buy	+759	New	+$14.4K	0.01%	180

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

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

Financial Connections Group held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q1 2026 at 1,227 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #127.

Financial Connections Group first reported a position in FNDX in Q4 2021 and has held it in 7 quarters since. The position peaked at $169K in Q2 2025. 782 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

Financial Connections Group held 1,227 shares of Schwab Fundamental US Large Company Index ETF worth $34K as of Q1 2026.
Financial Connections Group left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q1 2026.
Schwab Fundamental US Large Company Index ETF made up 0.01% of Financial Connections Group's portfolio in Q1 2026, its #127 holding.
Financial Connections Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and has held it in 7 quarters since.
Financial Connections Group's Schwab Fundamental US Large Company Index ETF position peaked at $169K in Q2 2025.
782 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.