IAA
FNDX icon

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
Q2 		$596K Sell
19,169
-24,222
-56% -$731K 0.01% 608
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 $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ML
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Independent Advisor Alliance's FNDX Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 56% in Q2 2026, selling an estimated $731K and leaving 19,169 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #608.

Independent Advisor Alliance first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q1 2026. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Independent Advisor Alliance held 19,169 shares of Schwab Fundamental US Large Company Index ETF worth $596K as of Q2 2026.
  • Independent Advisor Alliance sold 24,222 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $731K.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #608 holding.
  • Independent Advisor Alliance first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
  • Independent Advisor Alliance's Schwab Fundamental US Large Company Index ETF position peaked at $1.21M in Q1 2026.
  • 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.