Integrated Advisors Network’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Integrated Advisors Network’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 Q3	$849K	Sell	26,990 -1,230	-4%	-$39.4K	0.04%	356
2026 Q2	$878K	Sell	28,220 -5,190	-16%	-$157K	0.04%	347
2026 Q1	$930K	Sell	33,410 -4,730	-12%	-$134K	0.05%	328
2025 Q4	$1.04M	Buy	38,140 +8,391	+28%	+$225K	0.05%	337
2025 Q3	$782K	Sell	29,749 -6,318	-18%	-$160K	0.03%	413
2025 Q2	$885K	Buy	36,067 +5,155	+17%	+$120K	0.04%	377
2025 Q1	$730K	Sell	30,912 -1,017	-3%	-$24.6K	0.04%	373
2024 Q4	$756K	Sell	31,929 -3,126	-9%	-$75.8K	0.04%	358
2024 Q3	$839K	Buy	35,055 +3,120	+10%	+$71.8K	0.04%	355
2024 Q2	$713K	Sell	31,935 -264	-0.8%	-$5.82K	0.04%	367
2024 Q1	$723K	Sell	32,199 -9,426	-23%	-$200K	0.04%	374
2023 Q4	$859K	Sell	41,625 -288	-0.7%	-$5.54K	0.05%	315
2023 Q3	$782K	Sell	41,913 -765	-2%	-$14.8K	0.05%	321
2023 Q2	$819K	Sell	42,678 -3,795	-8%	-$70.1K	0.05%	318
2023 Q1	$851K	Sell	46,473 -5,388	-10%	-$98.9K	0.05%	314
2022 Q4	$924K	Buy	51,861 +2,082	+4%	+$36.8K	0.06%	308
2022 Q3	$792K	Buy	49,779 +6,210	+14%	+$110K	0.05%	316
2022 Q2	$739K	Buy	43,569 +10,449	+32%	+$192K	0.05%	333
2022 Q1	$646K	Sell	33,120 -7,356	-18%	-$142K	0.04%	377
2021 Q4	$791K	Buy	40,476 +621	+2%	+$11.8K	0.05%	335
2021 Q3	$717K	Buy	+39,855	New	+$732K	0.05%	337

Other funds holding FNDX

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Integrated Advisors Network's FNDX Position: Q3 2026 in Review

Integrated Advisors Network reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 4.4% in Q3 2026, selling an estimated $39.4K and leaving 26,990 shares worth $849K. The position accounts for 0.04% of the portfolio, ranked #356.

Integrated Advisors Network first reported a position in FNDX in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.04M in Q4 2025. 609 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

Integrated Advisors Network held 26,990 shares of Schwab Fundamental US Large Company Index ETF worth $849K as of Q3 2026.
Integrated Advisors Network sold 1,230 Schwab Fundamental US Large Company Index ETF shares in Q3 2026, an estimated $39.4K.
Schwab Fundamental US Large Company Index ETF made up 0.04% of Integrated Advisors Network's portfolio in Q3 2026, its #356 holding.
Integrated Advisors Network first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2021 and has held it in 21 quarters since.
Integrated Advisors Network's Schwab Fundamental US Large Company Index ETF position peaked at $1.04M in Q4 2025.
609 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.