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Financial Gravity Asset Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Financial Gravity Asset Management’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 		$5.85K Sell
210
-280
-57% -$7.93K ﹤0.01% 644
2025
Q4 		$13.3K Hold
490
– – ﹤0.01% 438
2025
Q3 		$12.9K Buy
+490
New +$12.4K ﹤0.01% 518
2025
Q1 		$11.6K Buy
+490
New +$11.8K ﹤0.01% 574
2024
Q2 		$86.9K Buy
+210
New +$4.63K 0.02% 202

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 22.96% 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

Financial Gravity Asset Management's FNDX Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 57% in Q1 2026, selling an estimated $7.93K and leaving 210 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Financial Gravity Asset Management first reported a position in FNDX in Q2 2024 and has held it in 5 quarters since. The position peaked at $86.9K in Q2 2024. 784 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Financial Gravity Asset Management held 210 shares of Schwab Fundamental US Large Company Index ETF worth $5.85K as of Q1 2026.
  • Financial Gravity Asset Management sold 280 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $7.93K.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #644 holding.
  • Financial Gravity Asset Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2024 and has held it in 5 quarters since.
  • Financial Gravity Asset Management's Schwab Fundamental US Large Company Index ETF position peaked at $86.9K in Q2 2024.
  • 784 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.