Wavvest Wealth LLC’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Wavvest Wealth LLC’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 Q3	$531K	Buy	+16,864	New	+$540K	0.43%	57

Other funds holding FNDX

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Wavvest Wealth LLC's FNDX Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2026: 16,864 shares worth $531K. The stake represents 0.43% of the portfolio and ranks #57 among its holdings.

320 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

Wavvest Wealth LLC held 16,864 shares of Schwab Fundamental US Large Company Index ETF worth $531K as of Q3 2026.
Schwab Fundamental US Large Company Index ETF was a new Wavvest Wealth LLC position in Q3 2026.
Schwab Fundamental US Large Company Index ETF made up 0.43% of Wavvest Wealth LLC's portfolio in Q3 2026, its #57 holding.
320 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.