Guardian Wealth Advisors (North Carolina)’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-666	Closed	-$18.5K	–	443
2026 Q1	$18.5K	Buy	+666	New	+$18.9K	﹤0.01%	508
2025 Q3	–	Sell	-666	Closed	-$16.3K	–	412
2025 Q2	$16.3K	Sell	666 -1,551	-70%	-$36.1K	﹤0.01%	458
2025 Q1	$52.3K	Buy	2,217 +1,293	+140%	+$31.3K	﹤0.01%	379
2024 Q4	$21.9K	Buy	+924	New	+$22.4K	﹤0.01%	407
2024 Q2	–	Sell	-450	Closed	-$10.1K	–	448
2024 Q1	$10.1K	Sell	450 -312	-41%	-$6.63K	﹤0.01%	388
2023 Q4	$15.7K	Buy	762 +312	+69%	+$6K	﹤0.01%	363
2023 Q3	$8.4K	Hold	450	–	–	﹤0.01%	362
2023 Q2	$8.64K	Hold	450	–	–	﹤0.01%	347
2023 Q1	$8.24K	Hold	450	–	–	﹤0.01%	343
2022 Q4	$8.02K	Hold	450	–	–	﹤0.01%	321
2022 Q3	$7K	Hold	450	–	–	﹤0.01%	299
2022 Q2	$8K	Buy	+450	New	+$8.28K	﹤0.01%	299

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

Guardian Wealth Advisors (North Carolina)'s FNDX Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026, closing a stake of 666 shares — an estimated $18.5K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FNDX in Q2 2022 and held it in 12 quarters. The position peaked at $52.3K in Q1 2025. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 666 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $18.5K.
Guardian Wealth Advisors (North Carolina) first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2022 and held it in 12 quarters.
Guardian Wealth Advisors (North Carolina)'s Schwab Fundamental US Large Company Index ETF position peaked at $52.3K in Q1 2025.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.