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Global Wealth Strategies & Associates’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Global Wealth Strategies & Associates’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
-1,318
Closed -$36.7K – 213
2026
Q1 		$36.7K Buy
1,318
+5
+0.4% +$142 0.01% 200
2025
Q4 		$35.7K Sell
1,313
-153
-10% -$4.09K 0.01% 186
2025
Q3 		$38.6K Buy
1,466
+164
+13% +$4.16K 0.01% 169
2025
Q2 		$31.9K Sell
1,302
-435
-25% -$10.1K 0.01% 136
2025
Q1 		$41K Buy
1,737
+6
+0.3% +$145 0.01% 137
2024
Q4 		$41K Buy
1,731
+6
+0.3% +$145 0.01% 121
2024
Q3 		$41.3K Hold
1,725
– – 0.01% 107
2024
Q2 		$38.5K Hold
1,725
– – 0.01% 99
2024
Q1 		$38.7K Hold
1,725
– – 0.01% 100
2023
Q4 		$35.6K Sell
1,725
-498
-22% -$9.58K 0.01% 96
2023
Q3 		$41.5K Hold
2,223
– – 0.02% 85
2023
Q2 		$42.7K Buy
2,223
+417
+23% +$7.71K 0.02% 84
2023
Q1 		$33.1K Buy
1,806
+81
+5% +$1.49K 0.02% 90
2022
Q4 		$30.7K Buy
+1,725
New +$30.5K 0.02% 90

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 22.9% 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

Global Wealth Strategies & Associates's FNDX Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026, closing a stake of 1,318 shares — an estimated $36.7K sold.

Global Wealth Strategies & Associates first reported a position in FNDX in Q4 2022 and held it in 14 quarters. The position peaked at $42.7K in Q2 2023. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 1,318 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $36.7K.
  • Global Wealth Strategies & Associates first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's Schwab Fundamental US Large Company Index ETF position peaked at $42.7K in Q2 2023.
  • 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.