High Net Worth Advisory Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

High Net Worth Advisory Group’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	$218K	Hold	7,830	–	–	0.05%	224
2025 Q4	$213K	Hold	7,830	–	–	0.05%	229
2025 Q3	$206K	Buy	+7,830	New	+$199K	0.05%	226
2023 Q1	–	Sell	-7,830	Closed	-$139K	–	325
2022 Q4	$139K	Hold	7,830	–	–	0.05%	214
2022 Q3	$125K	Hold	7,830	–	–	0.05%	218
2022 Q2	$133K	Hold	7,830	–	–	0.06%	218
2022 Q1	$153K	Hold	7,830	–	–	0.06%	210
2021 Q4	$153K	Buy	+7,830	New	+$149K	0.05%	211

Other funds holding FNDX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

SEIA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

High Net Worth Advisory Group's FNDX Position: Q1 2026 in Review

High Net Worth Advisory Group held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q1 2026 at 7,830 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #224.

High Net Worth Advisory Group first reported a position in FNDX in Q4 2021 and has held it in 8 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

High Net Worth Advisory Group held 7,830 shares of Schwab Fundamental US Large Company Index ETF worth $218K as of Q1 2026.
High Net Worth Advisory Group left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q1 2026.
Schwab Fundamental US Large Company Index ETF made up 0.05% of High Net Worth Advisory Group's portfolio in Q1 2026, its #224 holding.
High Net Worth Advisory Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and has held it in 8 quarters since.
776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.