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Golden State Equity Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Golden State Equity Partners’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
-1,011
Closed -$28.2K – 838
2026
Q1 		$28.2K Buy
+1,011
New +$28.6K ﹤0.01% 1007
2024
Q4 		– Sell
-60
Closed -$1.44K – 598
2024
Q3 		$1.44K Buy
+60
New +$1.38K ﹤0.01% 728

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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 22.96% 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

Golden State Equity Partners's FNDX Position: Q2 2026 in Review

Golden State Equity Partners sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026, closing a stake of 1,011 shares — an estimated $28.2K sold.

Golden State Equity Partners first reported a position in FNDX in Q3 2024 and held it in 2 quarters. The position peaked at $28.2K in Q1 2026. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Golden State Equity Partners reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 1,011 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $28.2K.
  • Golden State Equity Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2024 and held it in 2 quarters.
  • Golden State Equity Partners's Schwab Fundamental US Large Company Index ETF position peaked at $28.2K in Q1 2026.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.