Foundations Investment Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Foundations Investment 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	–	Sell	-9,908	Closed	-$276K	–	1243
2026 Q1	$276K	Buy	+9,908	New	+$281K	﹤0.01%	944
2025 Q4	–	Sell	-7,960	Closed	-$209K	–	1139
2025 Q3	$209K	Buy	+7,960	New	+$202K	﹤0.01%	983
2025 Q2	–	Sell	-18,248	Closed	-$431K	–	954
2025 Q1	$431K	Buy	+18,248	New	+$441K	0.01%	619
2024 Q4	–	Sell	-9,921	Closed	-$237K	–	856
2024 Q3	$237K	Buy	+9,921	New	+$228K	0.01%	710

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

Foundations Investment Advisors's FNDX Position: Q2 2026 in Review

Foundations Investment Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026, closing a stake of 9,908 shares — an estimated $276K sold.

Foundations Investment Advisors first reported a position in FNDX in Q3 2024 and held it in 4 quarters. The position peaked at $431K in Q1 2025. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Foundations Investment Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
Foundations Investment Advisors sold 9,908 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $276K.
Foundations Investment Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2024 and held it in 4 quarters.
Foundations Investment Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $431K in Q1 2025.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

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