IMA Advisory Services’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
Other funds holding FNDX
BFA
ML
SEIA
SCM
IMA Advisory Services's FNDX Position: Q1 2026 in Review
IMA Advisory Services increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 2.4% in Q1 2026, buying an estimated $136K and bringing the position to 207,036 shares worth $5.77M. The position accounts for 0.56% of the portfolio, ranked #43.
IMA Advisory Services first reported a position in FNDX in Q4 2025 and has held it in 2 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.
- IMA Advisory Services held 207,036 shares of Schwab Fundamental US Large Company Index ETF worth $5.77M as of Q1 2026.
- IMA Advisory Services bought 4,808 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $136K.
- Schwab Fundamental US Large Company Index ETF made up 0.56% of IMA Advisory Services's portfolio in Q1 2026, its #43 holding.
- IMA Advisory Services first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 2 quarters since.
- 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.
Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.