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FNDX icon

Guardian Financial Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Guardian Financial 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 		$9.74M Sell
313,049
-3,521
-1% -$106K 3.79% 8
2026
Q1 		$8.82M Buy
316,570
+16,130
+5% +$457K 3.72% 8
2025
Q4 		$8.17M Buy
300,440
+6,538
+2% +$175K 3.45% 10
2025
Q3 		$7.73M Buy
293,902
+2,691
+0.9% +$68.3K 3.26% 11
2025
Q2 		$7.15M Buy
291,211
+31,129
+12% +$724K 3.21% 11
2025
Q1 		$6.14M Buy
260,082
+23,326
+10% +$564K 2.94% 12
2024
Q4 		$5.61M Buy
236,756
+28,445
+14% +$690K 3.33% 10
2024
Q3 		$4.98M Buy
208,311
+13,059
+7% +$300K 3.12% 12
2024
Q2 		$4.36M Buy
195,252
+9,498
+5% +$209K 2.89% 14
2024
Q1 		$4.17M Buy
185,754
+16,827
+10% +$358K 2.86% 14
2023
Q4 		$3.49M Buy
168,927
+29,739
+21% +$572K 2.86% 14
2023
Q3 		$2.6M Buy
+139,188
New +$2.69M 2.44% 14
2023
Q2 		– Sell
-126,231
Closed -$2.31M – 20
2023
Q1 		$2.31M Sell
126,231
-285
-0.2% -$5.23K 2.32% 11
2022
Q4 		$2.25M Buy
126,516
+3,417
+3% +$60.5K 2.39% 11
2022
Q3 		$1.96M Buy
123,099
+13,431
+12% +$237K 2.27% 11
2022
Q2 		$1.86M Buy
109,668
+3,924
+4% +$72.2K 2.08% 9
2022
Q1 		$2M Buy
105,744
+5,088
+5% +$98.1K 2.06% 11
2021
Q4 		$1.97M Buy
+100,656
New +$1.91M 1.88% 9

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 22.96% 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

Guardian Financial Partners's FNDX Position: Q2 2026 in Review

Guardian Financial Partners reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.1% in Q2 2026, selling an estimated $106K and leaving 313,049 shares worth $9.74M. The position accounts for 3.79% of the portfolio, ranked #8.

Guardian Financial Partners first reported a position in FNDX in Q4 2021 and has held it in 18 quarters since. 832 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Guardian Financial Partners held 313,049 shares of Schwab Fundamental US Large Company Index ETF worth $9.74M as of Q2 2026.
  • Guardian Financial Partners sold 3,521 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $106K.
  • Schwab Fundamental US Large Company Index ETF made up 3.79% of Guardian Financial Partners's portfolio in Q2 2026, its #8 holding.
  • Guardian Financial Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and has held it in 18 quarters since.
  • 832 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.