Liberty Square Wealth Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Liberty Square Wealth Partners’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	$390K	Hold	12,540	–	–	0.09%	87
2026 Q1	$349K	Hold	12,540	–	–	0.1%	97
2025 Q4	$341K	Hold	12,540	–	–	0.1%	100
2025 Q3	$330K	Buy	12,540 +1,245	+11%	+$31.6K	0.1%	107
2025 Q2	$277K	Hold	11,295	–	–	0.1%	120
2025 Q1	$267K	Hold	11,295	–	–	0.1%	119
2024 Q4	$280K	Buy	+11,295	New	+$274K	0.1%	118

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

Liberty Square Wealth Partners's FNDX Position: Q2 2026 in Review

Liberty Square Wealth Partners held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 12,540 shares worth $390K. The position accounts for 0.09% of the portfolio, ranked #87.

Liberty Square Wealth Partners first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Liberty Square Wealth Partners held 12,540 shares of Schwab Fundamental US Large Company Index ETF worth $390K as of Q2 2026.
Liberty Square Wealth Partners left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up 0.09% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #87 holding.
Liberty Square Wealth Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.