IWM
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IHT Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

IHT Wealth Management’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 		$1.61M Buy
57,862
+750
+1% +$21.3K 0.04% 437
2025
Q4 		$1.55M Buy
57,112
+2,204
+4% +$59K 0.04% 406
2025
Q3 		$1.44M Sell
54,908
-2,076
-4% -$52.7K 0.04% 422
2025
Q2 		$1.4M Sell
56,984
-1,217
-2% -$28.3K 0.04% 407
2025
Q1 		$1.37M Sell
58,201
-6,691
-10% -$162K 0.04% 381
2024
Q4 		$1.54M Sell
64,892
-4,168
-6% -$101K 0.05% 329
2024
Q3 		$1.65M Sell
69,060
-561
-0.8% -$12.9K 0.05% 373
2024
Q2 		$1.55M Buy
69,621
+5,217
+8% +$115K 0.06% 322
2024
Q1 		$1.45M Buy
64,404
+41,619
+183% +$885K 0.06% 332
2023
Q4 		$470K Buy
22,785
+1,503
+7% +$28.9K 0.02% 619
2023
Q3 		$397K Buy
21,282
+3,354
+19% +$64.9K 0.02% 627
2023
Q2 		$344K Buy
17,928
+4,164
+30% +$76.9K 0.02% 674
2023
Q1 		$252K Sell
13,764
-1,857
-12% -$34.1K 0.01% 760
2022
Q4 		$278K Sell
15,621
-81
-0.5% -$1.43K 0.02% 689
2022
Q3 		$250K Buy
+15,702
New +$277K 0.02% 689
2018
Q2 		– Sell
-1,563
Closed -$19K – 759
2018
Q1 		$19K Hold
1,563
– – 0.01% 996
2017
Q4 		$20K Hold
1,563
– – 0.01% 988
2017
Q3 		$18K Hold
1,563
– – 0.01% 803
2017
Q2 		$1 Hold
1,563
– – ﹤0.01% 1306
2017
Q1 		$17K Sell
1,563
-69
-4% -$769 0.01% 699
2016
Q4 		$18K Buy
+1,632
New +$17.2K 0.01% 670

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KeyBank National Association
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
ML
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IHT Wealth Management's FNDX Position: Q1 2026 in Review

IHT Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.3% in Q1 2026, buying an estimated $21.3K and bringing the position to 57,862 shares worth $1.61M. The position accounts for 0.04% of the portfolio, ranked #437.

IHT Wealth Management first reported a position in FNDX in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.65M in Q3 2024. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • IHT Wealth Management held 57,862 shares of Schwab Fundamental US Large Company Index ETF worth $1.61M as of Q1 2026.
  • IHT Wealth Management bought 750 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $21.3K.
  • Schwab Fundamental US Large Company Index ETF made up 0.04% of IHT Wealth Management's portfolio in Q1 2026, its #437 holding.
  • IHT Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2016 and has held it in 21 quarters since.
  • IHT Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $1.65M in Q3 2024.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.