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Independent Advisor Alliance’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Independent Advisor Alliance’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 		$1.21M Buy
43,391
+26,713
+160% +$757K 0.01% 736
2025
Q4 		$454K Buy
16,678
+275
+2% +$7.36K 0.01% 675
2025
Q3 		$431K Buy
16,403
+5,665
+53% +$144K 0.01% 667
2025
Q2 		$264K Buy
10,738
+857
+9% +$19.9K 0.01% 754
2025
Q1 		$233K Sell
9,881
-7,571
-43% -$183K 0.01% 729
2024
Q4 		$413K Buy
+17,452
New +$423K 0.01% 1014

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

Independent Advisor Alliance's FNDX Position: Q1 2026 in Review

Independent Advisor Alliance increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 160% in Q1 2026, buying an estimated $757K and bringing the position to 43,391 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #736.

Independent Advisor Alliance first reported a position in FNDX in Q4 2024 and has held it in 6 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Independent Advisor Alliance held 43,391 shares of Schwab Fundamental US Large Company Index ETF worth $1.21M as of Q1 2026.
  • Independent Advisor Alliance bought 26,713 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $757K.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #736 holding.
  • Independent Advisor Alliance first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 6 quarters since.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.