Founders Financial Alliance’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Founders Financial Alliance’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	$5.04K	Hold	162	–	–	﹤0.01%	726
2026 Q1	$4.51K	Hold	162	–	–	﹤0.01%	687
2025 Q4	$4.41K	Hold	162	–	–	﹤0.01%	556
2025 Q3	$4.26K	Hold	162	–	–	﹤0.01%	659
2025 Q2	$3.98K	Hold	162	–	–	﹤0.01%	505
2025 Q1	$3.83K	Hold	162	–	–	﹤0.01%	570
2024 Q4	$3.84K	Hold	162	–	–	﹤0.01%	529
2024 Q3	$3.88K	Buy	+162	New	+$3.73K	﹤0.01%	538

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

Founders Financial Alliance's FNDX Position: Q2 2026 in Review

Founders Financial Alliance held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 162 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Founders Financial Alliance first reported a position in FNDX in Q3 2024 and has held it in 8 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Founders Financial Alliance held 162 shares of Schwab Fundamental US Large Company Index ETF worth $5.04K as of Q2 2026.
Founders Financial Alliance left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #726 holding.
Founders Financial Alliance first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2024 and has held it in 8 quarters since.
839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.