IAG Wealth Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

IAG Wealth 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	$2.43K	Hold	78	–	–	﹤0.01%	456
2026 Q1	$2.17K	Hold	78	–	–	﹤0.01%	469
2025 Q4	$2.12K	Hold	78	–	–	﹤0.01%	447
2025 Q3	$2.05K	Hold	78	–	–	﹤0.01%	467
2025 Q2	$1.91K	Hold	78	–	–	﹤0.01%	440
2025 Q1	$1.84K	Sell	78 -1,032	-93%	-$24.9K	﹤0.01%	450
2024 Q4	$26.3K	Hold	1,110	–	–	﹤0.01%	256
2024 Q3	$26.6K	Sell	1,110 -72	-6%	-$1.66K	﹤0.01%	248
2024 Q2	$26.4K	Hold	1,182	–	–	0.01%	243
2024 Q1	$26.6K	Buy	1,182 +297	+34%	+$6.31K	0.01%	217
2023 Q4	$18.3K	Hold	885	–	–	﹤0.01%	238
2023 Q3	$16.5K	Hold	885	–	–	﹤0.01%	240
2023 Q2	$17K	Hold	885	–	–	﹤0.01%	252
2023 Q1	$16.2K	Hold	885	–	–	﹤0.01%	247
2022 Q4	$15.8K	Sell	885 -387	-30%	-$6.85K	﹤0.01%	239
2022 Q3	$20K	Hold	1,272	–	–	0.01%	203
2022 Q2	$22K	Hold	1,272	–	–	0.01%	193
2022 Q1	$25K	Buy	+1,272	New	+$24.5K	0.01%	197

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

IAG Wealth Partners's FNDX Position: Q2 2026 in Review

IAG Wealth Partners held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 78 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

IAG Wealth Partners first reported a position in FNDX in Q1 2022 and has held it in 18 quarters since. The position peaked at $26.6K in Q3 2024. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

IAG Wealth Partners held 78 shares of Schwab Fundamental US Large Company Index ETF worth $2.43K as of Q2 2026.
IAG Wealth Partners left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #456 holding.
IAG Wealth Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2022 and has held it in 18 quarters since.
IAG Wealth Partners's Schwab Fundamental US Large Company Index ETF position peaked at $26.6K in Q3 2024.
839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.