FWM
FNDX icon

Fingerlakes Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Fingerlakes Wealth 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
Q2 		$768K Buy
24,684
+5,582
+29% +$168K 0.41% 53
2026
Q1 		$532K Buy
19,102
+5,960
+45% +$169K 0.35% 59
2025
Q4 		$358K Buy
13,142
+4,102
+45% +$110K 0.23% 74
2025
Q3 		$238K Buy
+9,040
New +$230K 0.16% 86

Other funds holding FNDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

Fingerlakes Wealth Management's FNDX Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 29% in Q2 2026, buying an estimated $168K and bringing the position to 24,684 shares worth $768K. The position accounts for 0.41% of the portfolio, ranked #53.

Fingerlakes Wealth Management first reported a position in FNDX in Q3 2025 and has held it in 4 quarters since. 286 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Fingerlakes Wealth Management held 24,684 shares of Schwab Fundamental US Large Company Index ETF worth $768K as of Q2 2026.
  • Fingerlakes Wealth Management bought 5,582 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $168K.
  • Schwab Fundamental US Large Company Index ETF made up 0.41% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Fingerlakes Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2025 and has held it in 4 quarters since.
  • 286 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.