Focus Partners Wealth
FNDX icon

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

Focus Partners Wealth’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
Q1 		$41.1M Sell
1,475,727
-22,741
-2% -$644K 0.05% 332
2025
Q4 		$39.9M Buy
1,498,468
+77,949
+5% +$2.09M 0.05% 338
2025
Q3 		$37.4M Buy
1,420,519
+821
+0.1% +$20.8K 0.06% 265
2025
Q2 		$34.8M Sell
1,419,698
-8,041
-0.6% -$187K 0.08% 242
2025
Q1 		$33.7M Buy
1,427,739
+18,714
+1% +$452K 0.08% 231
2024
Q4 		$33.4M Buy
1,409,025
+357,783
+34% +$8.68M 0.09% 227
2024
Q3 		$25.1M Buy
1,051,242
+269,634
+34% +$6.2M 0.08% 250
2024
Q2 		$17.4M Buy
781,608
+432,165
+124% +$9.53M 0.06% 270
2024
Q1 		$7.85M Buy
349,443
+280,080
+404% +$5.95M 0.06% 245
2023
Q4 		$1.43M Buy
+69,363
New +$1.33M 0.02% 398

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth's FNDX Position: Q1 2026 in Review

Focus Partners Wealth reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.5% in Q1 2026, selling an estimated $644K and leaving 1,475,727 shares worth $41.1M. The position accounts for 0.05% of the portfolio, ranked #332.

Focus Partners Wealth first reported a position in FNDX in Q4 2023 and has held it in 10 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Focus Partners Wealth held 1,475,727 shares of Schwab Fundamental US Large Company Index ETF worth $41.1M as of Q1 2026.
  • Focus Partners Wealth sold 22,741 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $644K.
  • Schwab Fundamental US Large Company Index ETF made up 0.05% of Focus Partners Wealth's portfolio in Q1 2026, its #332 holding.
  • Focus Partners Wealth first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 10 quarters since.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.