IFG Advisory’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$621K Buy
+19,956
New +$602K 0.02% 543
2026
Q1
Sell
-23,770
Closed -$647K 513
2025
Q4
$647K Buy
23,770
+98
+0.4% +$2.62K 0.03% 450
2025
Q3
$623K Sell
23,672
-23
-0.1% -$584 0.03% 448
2025
Q2
$581K Sell
23,695
-215
-0.9% -$5K 0.03% 442
2025
Q1
$565K Buy
23,910
+7,545
+46% +$182K 0.03% 421
2024
Q4
$388K Buy
+16,365
New +$397K 0.02% 473
2024
Q3
Sell
-14,169
Closed -$316K 463
2024
Q2
$316K Buy
+14,169
New +$312K 0.02% 503
2024
Q1
Sell
-12,243
Closed -$253K 442
2023
Q4
$253K Buy
+12,243
New +$235K 0.02% 505

Other funds holding FNDX

IFG Advisory's FNDX Position: Q2 2026 in Review

IFG Advisory opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 19,956 shares worth $621K. The stake represents 0.02% of the portfolio and ranks #543 among its holdings. This is a return to the name: IFG Advisory previously reported a position in FNDX as recently as Q4 2025.

IFG Advisory first reported a position in FNDX in Q4 2023 and has held it in 8 quarters since. The position peaked at $647K in Q4 2025. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • IFG Advisory held 19,956 shares of Schwab Fundamental US Large Company Index ETF worth $621K as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new IFG Advisory position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #543 holding.
  • IFG Advisory first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 8 quarters since.
  • IFG Advisory's Schwab Fundamental US Large Company Index ETF position peaked at $647K in Q4 2025.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.