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First Foundation Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

First Foundation 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 		$209K Buy
+6,722
New +$203K 0.01% 342
2023
Q3 		– Sell
-10,464
Closed -$201K – 431
2023
Q2 		$201K Sell
10,464
-1,722
-14% -$31.8K 0.01% 384
2023
Q1 		$223K Buy
12,186
+795
+7% +$14.6K 0.01% 345
2022
Q4 		$203K Sell
11,391
-4,527
-28% -$80.1K 0.01% 369
2022
Q3 		$253K Buy
15,918
+435
+3% +$7.68K 0.01% 312
2022
Q2 		$263K Hold
15,483
– – 0.01% 329
2022
Q1 		$302K Buy
+15,483
New +$298K 0.01% 336

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
ML
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
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
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

First Foundation Advisors's FNDX Position: Q2 2026 in Review

First Foundation Advisors opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 6,722 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #342 among its holdings. This is a return to the name: First Foundation Advisors previously reported a position in FNDX as recently as Q2 2023.

First Foundation Advisors first reported a position in FNDX in Q1 2022 and has held it in 7 quarters since. The position peaked at $302K in Q1 2022. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • First Foundation Advisors held 6,722 shares of Schwab Fundamental US Large Company Index ETF worth $209K as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new First Foundation Advisors position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of First Foundation Advisors's portfolio in Q2 2026, its #342 holding.
  • First Foundation Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2022 and has held it in 7 quarters since.
  • First Foundation Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $302K in Q1 2022.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

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