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

Financial Synergies Wealth 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	$2.04M	Buy	65,586 +31	+0%	+$936	0.17%	48
2026 Q1	$1.83M	Buy	65,555 +68	+0.1%	+$1.93K	0.17%	49
2025 Q4	$1.78M	Buy	65,487 +562	+0.9%	+$15K	0.17%	43
2025 Q3	$1.71M	Buy	64,925 +340	+0.5%	+$8.63K	0.17%	43
2025 Q2	$1.58M	Buy	64,585 +7,617	+13%	+$177K	0.17%	43
2025 Q1	$1.35M	Buy	56,968 +466	+0.8%	+$11.3K	0.16%	39
2024 Q4	$1.34M	Sell	56,502 -4,794	-8%	-$116K	0.17%	38
2024 Q3	$1.47M	Buy	61,296 +7,509	+14%	+$173K	0.18%	37
2024 Q2	$1.2M	Buy	53,787 +297	+0.6%	+$6.55K	0.16%	39
2024 Q1	$1.2M	Buy	53,490 +1,644	+3%	+$35K	0.16%	40
2023 Q4	$924K	Sell	51,846 -1,632	-3%	-$31.4K	0.14%	43
2023 Q3	$998K	Buy	53,478 +957	+2%	+$18.5K	0.14%	39
2023 Q2	$1.01M	Sell	52,521 -27	-0.1%	-$499	0.14%	40
2023 Q1	$962K	Buy	52,548 +702	+1%	+$12.9K	0.14%	40
2022 Q4	$924K	Buy	51,846 +714	+1%	+$12.6K	0.14%	43
2022 Q3	$814K	Sell	51,132 -216	-0.4%	-$3.81K	0.14%	43
2022 Q2	$871K	Buy	51,348 +1,830	+4%	+$33.7K	0.14%	41
2022 Q1	$966K	Buy	49,518 +567	+1%	+$10.9K	0.15%	36
2021 Q4	$956K	Sell	48,951 -4,251	-8%	-$80.7K	0.13%	39
2021 Q3	$957K	Buy	53,202 +720	+1%	+$13.2K	0.13%	35
2021 Q2	$957K	Sell	52,482 -1,632	-3%	-$29.5K	0.13%	33
2021 Q1	$932K	Sell	54,114 -3,225	-6%	-$52.6K	0.14%	32
2020 Q4	$866K	Sell	57,339 -82,080	-59%	-$1.16M	0.13%	32
2020 Q3	$1.8M	Sell	139,419 -124,101	-47%	-$1.61M	0.46%	28
2020 Q2	$3.24M	Sell	263,520 -8,751	-3%	-$103K	1.1%	14
2020 Q1	$2.84M	Buy	272,271 +23,571	+9%	+$307K	1.62%	7
2019 Q4	$3.54M	Buy	248,700 +23,811	+11%	+$325K	1.59%	8
2019 Q3	$2.96M	Buy	224,889 +12,084	+6%	+$158K	1.45%	8
2019 Q2	$2.77M	Buy	212,805 +30,687	+17%	+$393K	1.39%	8
2019 Q1	$2.3M	Buy	+182,118	New	+$2.24M	1.22%	8

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 Synergies Wealth Advisors's FNDX Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.05% in Q2 2026, buying an estimated $936 and bringing the position to 65,586 shares worth $2.04M. The position accounts for 0.17% of the portfolio, ranked #48.

Financial Synergies Wealth Advisors first reported a position in FNDX in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.54M in Q4 2019. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Financial Synergies Wealth Advisors held 65,586 shares of Schwab Fundamental US Large Company Index ETF worth $2.04M as of Q2 2026.
Financial Synergies Wealth Advisors bought 31 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $936.
Schwab Fundamental US Large Company Index ETF made up 0.17% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #48 holding.
Financial Synergies Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2019 and has held it in 30 quarters since.
Financial Synergies Wealth Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $3.54M in Q4 2019.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.