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Independent Financial Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Independent Financial Group’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 		$615K Sell
19,760
-1,993
-9% -$60.1K 0.01% 896
2026
Q1 		$606K Buy
21,753
+614
+3% +$17.4K 0.01% 834
2025
Q4 		$575K Sell
21,139
-4,829
-19% -$129K 0.01% 836
2025
Q3 		$683K Buy
25,968
+5,687
+28% +$144K 0.02% 728
2025
Q2 		$498K Sell
20,281
-594
-3% -$13.8K 0.01% 785
2025
Q1 		$493K Buy
20,875
+5,712
+38% +$138K 0.02% 714
2024
Q4 		$359K Sell
15,163
-1,466
-9% -$35.5K 0.01% 829
2024
Q3 		$398K Buy
16,629
+3,126
+23% +$71.9K 0.01% 751
2024
Q2 		$302K Buy
13,503
+1,536
+13% +$33.9K 0.01% 836
2024
Q1 		$269K Buy
11,967
+1,893
+19% +$40.2K 0.01% 833
2023
Q4 		$208K Buy
+10,074
New +$194K 0.01% 877
2022
Q2 		– Sell
-19,551
Closed -$381K – 748
2022
Q1 		$381K Buy
+19,551
New +$377K 0.03% 519

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 22.96% 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 Financial Group's FNDX Position: Q2 2026 in Review

Independent Financial Group reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 9.2% in Q2 2026, selling an estimated $60.1K and leaving 19,760 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #896.

Independent Financial Group first reported a position in FNDX in Q1 2022 and has held it in 12 quarters since. The position peaked at $683K in Q3 2025. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Independent Financial Group held 19,760 shares of Schwab Fundamental US Large Company Index ETF worth $615K as of Q2 2026.
  • Independent Financial Group sold 1,993 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $60.1K.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #896 holding.
  • Independent Financial Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2022 and has held it in 12 quarters since.
  • Independent Financial Group's Schwab Fundamental US Large Company Index ETF position peaked at $683K in Q3 2025.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.