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
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: Q1 2026 in Review

IFG Advisory sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2026, closing a stake of 23,770 shares — an estimated $647K sold.

IFG Advisory first reported a position in FNDX in Q4 2023 and held it in 7 quarters. The position peaked at $647K in Q4 2025. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • IFG Advisory reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 23,770 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $647K.
  • IFG Advisory first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and held it in 7 quarters.
  • IFG Advisory's Schwab Fundamental US Large Company Index ETF position peaked at $647K in Q4 2025.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.