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

Larson 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 		$1.67M Sell
53,588
-17,415
-25% -$526K 0.04% 281
2026
Q1 		$1.98M Buy
71,003
+19,784
+39% +$561K 0.06% 237
2025
Q4 		$1.39M Sell
51,219
-10,572
-17% -$283K 0.05% 274
2025
Q3 		$1.63M Sell
61,791
-16,160
-21% -$410K 0.06% 247
2025
Q2 		$1.91M Buy
77,951
+21,182
+37% +$493K 0.08% 219
2025
Q1 		$1.34M Sell
56,769
-1,532
-3% -$37K 0.06% 232
2024
Q4 		$1.38M Buy
58,301
+27,641
+90% +$670K 0.07% 210
2024
Q3 		$733K Sell
30,660
-1,422
-4% -$32.7K 0.04% 268
2024
Q2 		$716K Buy
32,082
+18,693
+140% +$412K 0.05% 222
2024
Q1 		$301K Sell
13,389
-24,528
-65% -$521K 0.02% 316
2023
Q4 		$783K Buy
37,917
+22,569
+147% +$434K 0.07% 173
2023
Q3 		$286K Buy
15,348
+6,498
+73% +$126K 0.03% 259
2023
Q2 		$170K Hold
8,850
– – 0.02% 342
2023
Q1 		$162K Buy
8,850
+4,902
+124% +$89.9K 0.02% 346
2022
Q4 		$70.3K Hold
3,948
– – 0.01% 456
2022
Q3 		$63K Buy
3,948
+1,530
+63% +$27K 0.01% 426
2022
Q2 		$41K Buy
2,418
+2,151
+806% +$39.6K 0.01% 406
2022
Q1 		$5K Buy
+267
New +$5.15K ﹤0.01% 789
2020
Q1 		– Sell
-165
Closed -$2K – 572
2019
Q4 		$2K Buy
+165
New +$2.25K ﹤0.01% 448

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

Larson Financial Group's FNDX Position: Q2 2026 in Review

Larson Financial Group reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 25% in Q2 2026, selling an estimated $526K and leaving 53,588 shares worth $1.67M. The position accounts for 0.04% of the portfolio, ranked #281.

Larson Financial Group first reported a position in FNDX in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.98M in Q1 2026. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Larson Financial Group held 53,588 shares of Schwab Fundamental US Large Company Index ETF worth $1.67M as of Q2 2026.
  • Larson Financial Group sold 17,415 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $526K.
  • Schwab Fundamental US Large Company Index ETF made up 0.04% of Larson Financial Group's portfolio in Q2 2026, its #281 holding.
  • Larson Financial Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2019 and has held it in 19 quarters since.
  • Larson Financial Group's Schwab Fundamental US Large Company Index ETF position peaked at $1.98M in Q1 2026.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.