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

Foguth 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	$1.81M	Sell	57,851 -50,013	-46%	-$1.51M	0.21%	69
2026 Q1	$3.34M	Sell	107,864 -56,119	-34%	-$1.59M	0.39%	53
2025 Q4	$4.5M	Buy	+163,983	New	+$4.39M	0.7%	49
2025 Q2	$1.82M	Sell	74,082 -162,783	-69%	-$3.79M	0.39%	49
2025 Q1	$5.59M	Sell	236,865 -60,719	-20%	-$1.47M	1.36%	22
2024 Q4	$7.34M	Buy	297,584 +38,897	+15%	+$943K	1.92%	14
2024 Q3	$6.14M	Buy	258,687 +60,357	+30%	+$1.39M	2.23%	13
2024 Q2	$4.43M	Buy	198,330 +36,207	+22%	+$798K	1.95%	17
2024 Q1	$3.64M	Buy	+162,123	New	+$3.45M	1.95%	18

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Foguth Wealth Management reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 46% in Q2 2026, selling an estimated $1.51M and leaving 57,851 shares worth $1.81M. The position accounts for 0.21% of the portfolio, ranked #69.

Foguth Wealth Management first reported a position in FNDX in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.34M in Q4 2024. 836 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Foguth Wealth Management held 57,851 shares of Schwab Fundamental US Large Company Index ETF worth $1.81M as of Q2 2026.
Foguth Wealth Management sold 50,013 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $1.51M.
Schwab Fundamental US Large Company Index ETF made up 0.21% of Foguth Wealth Management's portfolio in Q2 2026, its #69 holding.
Foguth Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2024 and has held it in 9 quarters since.
Foguth Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $7.34M in Q4 2024.
836 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.