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

Golden State 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 Q1	–	Sell	-93	Closed	-$2.54K	–	1664
2025 Q4	$2.54K	Hold	93	–	–	﹤0.01%	1349
2025 Q3	$2.45K	Hold	93	–	–	﹤0.01%	1359
2025 Q2	$2.28K	Hold	93	–	–	﹤0.01%	1340
2025 Q1	$2.2K	Sell	93 -876	-90%	-$21.2K	﹤0.01%	1306
2024 Q4	$22.9K	Buy	+969	New	+$23.5K	﹤0.01%	738
2019 Q4	–	Sell	-57	Closed	-$1K	–	359
2019 Q3	$1K	Buy	+57	New	+$743	﹤0.01%	1022

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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Golden State Wealth Management's FNDX Position: Q1 2026 in Review

Golden State Wealth Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2026, closing a stake of 93 shares — an estimated $2.54K sold.

Golden State Wealth Management first reported a position in FNDX in Q3 2019 and held it in 6 quarters. The position peaked at $22.9K in Q4 2024. 785 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

Golden State Wealth Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 93 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $2.54K.
Golden State Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2019 and held it in 6 quarters.
Golden State Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $22.9K in Q4 2024.
785 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.