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Focus Partners Advisor Solutions’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Focus Partners Advisor Solutions’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 		$1.96M Sell
63,050
-11,317
-15% -$342K 0.02% 371
2026
Q1 		$2.07M Buy
74,367
+11,836
+19% +$335K 0.02% 344
2025
Q4 		$1.7M Buy
62,531
+10,463
+20% +$280K 0.02% 349
2025
Q3 		$1.39M Sell
52,068
-8,437
-14% -$214K 0.02% 420
2025
Q2 		$1.48M Buy
60,505
+3,834
+7% +$89.2K 0.02% 339
2025
Q1 		$1.34M Buy
56,671
+182
+0.3% +$4.4K 0.02% 322
2024
Q4 		$1.34M Sell
56,489
-790
-1% -$19.2K 0.02% 289
2024
Q3 		$1.37M Sell
57,279
-1,596
-3% -$36.7K 0.03% 242
2024
Q2 		$1.31M Buy
58,875
+1,614
+3% +$35.6K 0.03% 210
2024
Q1 		$1.29M Buy
57,261
+2,034
+4% +$43.2K 0.04% 208
2023
Q4 		$1.14M Buy
55,227
+36,729
+199% +$706K 0.05% 155
2023
Q3 		$345K Sell
18,498
-11,364
-38% -$220K 0.02% 328
2023
Q2 		$573K Sell
29,862
-600
-2% -$11.1K 0.03% 202
2023
Q1 		$558K Buy
30,462
+5,022
+20% +$92.1K 0.04% 192
2022
Q4 		$453K Buy
+25,440
New +$450K 0.04% 203

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

Focus Partners Advisor Solutions's FNDX Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 15% in Q2 2026, selling an estimated $342K and leaving 63,050 shares worth $1.96M. The position accounts for 0.02% of the portfolio, ranked #371.

Focus Partners Advisor Solutions first reported a position in FNDX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.07M in Q1 2026. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Focus Partners Advisor Solutions held 63,050 shares of Schwab Fundamental US Large Company Index ETF worth $1.96M as of Q2 2026.
  • Focus Partners Advisor Solutions sold 11,317 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $342K.
  • Schwab Fundamental US Large Company Index ETF made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #371 holding.
  • Focus Partners Advisor Solutions first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2022 and has held it in 15 quarters since.
  • Focus Partners Advisor Solutions's Schwab Fundamental US Large Company Index ETF position peaked at $2.07M in Q1 2026.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.