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

Legend Financial 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 		$11.8M Sell
380,221
-2,381
-0.6% -$71.9K 6.72% 5
2026
Q1 		$10.7M Buy
382,602
+206
+0.1% +$5.84K 6.87% 4
2025
Q4 		$10.4M Buy
382,396
+26
+0% +$696 6.3% 5
2025
Q3 		$10.1M Sell
382,370
-162
-0% -$4.11K 6.17% 6
2025
Q2 		$9.39M Sell
382,532
-3,337
-0.9% -$77.6K 6.24% 4
2025
Q1 		$9.11M Sell
385,869
-22,556
-6% -$545K 6.69% 4
2024
Q4 		$9.67M Sell
408,425
-5,083
-1% -$123K 6.82% 5
2024
Q3 		$9.89M Sell
413,508
-6,090
-1% -$140K 6.83% 6
2024
Q2 		$9.37M Buy
419,598
+18,366
+5% +$405K 6.65% 5
2024
Q1 		$9.01M Buy
401,232
+9,189
+2% +$195K 6.53% 6
2023
Q4 		$8.09M Sell
392,043
-2,985
-0.8% -$57.4K 6.51% 5
2023
Q3 		$7.37M Sell
395,028
-2,319
-0.6% -$44.9K 6.29% 6
2023
Q2 		$7.63M Sell
397,347
-291
-0.1% -$5.38K 6.36% 6
2023
Q1 		$7.28M Buy
397,638
+1,812
+0.5% +$33.2K 6.11% 7
2022
Q4 		$7.05M Sell
395,826
-5,355
-1% -$94.8K 6.16% 7
2022
Q3 		$6.39M Buy
401,181
+31,557
+9% +$557K 6% 8
2022
Q2 		$6.27M Buy
+369,624
New +$6.8M 6.48% 6

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

Legend Financial Advisors's FNDX Position: Q2 2026 in Review

Legend Financial Advisors reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.62% in Q2 2026, selling an estimated $71.9K and leaving 380,221 shares worth $11.8M. The position accounts for 6.72% of the portfolio, ranked #5.

Legend Financial Advisors first reported a position in FNDX in Q2 2022 and has held it in 17 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Legend Financial Advisors held 380,221 shares of Schwab Fundamental US Large Company Index ETF worth $11.8M as of Q2 2026.
  • Legend Financial Advisors sold 2,381 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $71.9K.
  • Schwab Fundamental US Large Company Index ETF made up 6.72% of Legend Financial Advisors's portfolio in Q2 2026, its #5 holding.
  • Legend Financial Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2022 and has held it in 17 quarters since.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Legend Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.