Legacy Financial Strategies’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Legacy Financial Strategies’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	$646K	Sell	20,769 -10,536	-34%	-$318K	0.1%	74
2026 Q1	$872K	Sell	31,305 -5,490	-15%	-$156K	0.16%	62
2025 Q4	$1M	Buy	36,795 +385	+1%	+$10.3K	0.18%	61
2025 Q3	$958K	Buy	36,410 +2,320	+7%	+$58.9K	0.17%	64
2025 Q2	$837K	Buy	34,090 +925	+3%	+$21.5K	0.16%	63
2025 Q1	$783K	Sell	33,165 -5,850	-15%	-$141K	0.17%	58
2024 Q4	$921K	Sell	39,015 -7,395	-16%	-$179K	0.2%	55
2024 Q3	$1.11M	Buy	46,410 +5,265	+13%	+$121K	0.24%	47
2024 Q2	$921K	Buy	+41,145	New	+$907K	0.22%	48

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Financial Strategies's FNDX Position: Q2 2026 in Review

Legacy Financial Strategies reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 34% in Q2 2026, selling an estimated $318K and leaving 20,769 shares worth $646K. The position accounts for 0.1% of the portfolio, ranked #74.

Legacy Financial Strategies first reported a position in FNDX in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.11M in Q3 2024. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Legacy Financial Strategies held 20,769 shares of Schwab Fundamental US Large Company Index ETF worth $646K as of Q2 2026.
Legacy Financial Strategies sold 10,536 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $318K.
Schwab Fundamental US Large Company Index ETF made up 0.1% of Legacy Financial Strategies's portfolio in Q2 2026, its #74 holding.
Legacy Financial Strategies first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2024 and has held it in 9 quarters since.
Legacy Financial Strategies's Schwab Fundamental US Large Company Index ETF position peaked at $1.11M in Q3 2024.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.