Independence Wealth Advisors (Ohio)’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Independence Wealth Advisors (Ohio)’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	$345K	Buy	11,105 +305	+3%	+$9.21K	0.17%	56
2026 Q1	$301K	Hold	10,800	–	–	0.16%	63
2025 Q4	$294K	Buy	+10,800	New	+$289K	0.17%	64

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

Independence Wealth Advisors (Ohio)'s FNDX Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 2.8% in Q2 2026, buying an estimated $9.21K and bringing the position to 11,105 shares worth $345K. The position accounts for 0.17% of the portfolio, ranked #56.

Independence Wealth Advisors (Ohio) first reported a position in FNDX in Q4 2025 and has held it in 3 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Independence Wealth Advisors (Ohio) held 11,105 shares of Schwab Fundamental US Large Company Index ETF worth $345K as of Q2 2026.
Independence Wealth Advisors (Ohio) bought 305 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $9.21K.
Schwab Fundamental US Large Company Index ETF made up 0.17% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #56 holding.
Independence Wealth Advisors (Ohio) first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.