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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
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

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

Integrated Advisors Network's FNDX Position: Q1 2026 in Review

Integrated Advisors Network reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 12% in Q1 2026, selling an estimated $134K and leaving 33,410 shares worth $930K. The position accounts for 0.05% of the portfolio, ranked #328.

Integrated Advisors Network first reported a position in FNDX in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.04M in Q4 2025. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Integrated Advisors Network held 33,410 shares of Schwab Fundamental US Large Company Index ETF worth $930K as of Q1 2026.
  • Integrated Advisors Network sold 4,730 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $134K.
  • Schwab Fundamental US Large Company Index ETF made up 0.05% of Integrated Advisors Network's portfolio in Q1 2026, its #328 holding.
  • Integrated Advisors Network first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2021 and has held it in 19 quarters since.
  • Integrated Advisors Network's Schwab Fundamental US Large Company Index ETF position peaked at $1.04M in Q4 2025.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.