Financial Engines Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Financial Engines 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	$540K	Sell	17,349 -227	-1%	-$6.85K	﹤0.01%	392
2026 Q1	$489K	Buy	17,576 +2,854	+19%	+$80.9K	﹤0.01%	393
2025 Q4	$401K	Sell	14,722 -4,417	-23%	-$118K	﹤0.01%	428
2025 Q3	$503K	Buy	19,139 +1,398	+8%	+$35.5K	﹤0.01%	394
2025 Q2	$435K	Buy	17,741 +5,132	+41%	+$119K	﹤0.01%	398
2025 Q1	$298K	Sell	12,609 -7,309	-37%	-$177K	﹤0.01%	376
2024 Q4	$472K	Buy	19,918 +6,712	+51%	+$163K	﹤0.01%	332
2024 Q3	$316K	Buy	13,206 +3,624	+38%	+$83.4K	﹤0.01%	324
2024 Q2	$215K	Buy	+9,582	New	+$211K	﹤0.01%	339

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

Financial Engines Advisors's FNDX Position: Q2 2026 in Review

Financial Engines Advisors reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.3% in Q2 2026, selling an estimated $6.85K and leaving 17,349 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Financial Engines Advisors first reported a position in FNDX in Q2 2024 and has held it in 9 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Financial Engines Advisors held 17,349 shares of Schwab Fundamental US Large Company Index ETF worth $540K as of Q2 2026.
Financial Engines Advisors sold 227 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $6.85K.
Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #392 holding.
Financial Engines Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2024 and has held it in 9 quarters since.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.