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

Invested Advisors’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 		$327K Sell
10,527
-2,818
-21% -$85K 0.29% 98
2026
Q1 		$372K Sell
13,345
-28
-0.2% -$793 0.38% 80
2025
Q4 		$364K Buy
13,373
+4,400
+49% +$118K 0.38% 81
2025
Q3 		$213K Buy
+8,973
New +$228K 0.31% 99

Other funds holding FNDX

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
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
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return

Invested Advisors's FNDX Position: Q2 2026 in Review

Invested Advisors reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 21% in Q2 2026, selling an estimated $85K and leaving 10,527 shares worth $327K. The position accounts for 0.29% of the portfolio, ranked #98.

Invested Advisors first reported a position in FNDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $372K in Q1 2026. 492 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Invested Advisors held 10,527 shares of Schwab Fundamental US Large Company Index ETF worth $327K as of Q2 2026.
  • Invested Advisors sold 2,818 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $85K.
  • Schwab Fundamental US Large Company Index ETF made up 0.29% of Invested Advisors's portfolio in Q2 2026, its #98 holding.
  • Invested Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $372K in Q1 2026.
  • 492 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.