LWM
FNDX icon

Lyell Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Lyell Wealth Management’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 		– Sell
-7,888
Closed -$220K – 236
2026
Q1 		$220K Buy
+7,888
New +$224K 0.02% 203

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

Lyell Wealth Management's FNDX Position: Q2 2026 in Review

Lyell Wealth Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026, closing a stake of 7,888 shares — an estimated $220K sold.

Lyell Wealth Management first reported a position in FNDX in Q1 2026 and held it in 1 quarter. The position peaked at $220K in Q1 2026. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Lyell Wealth Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
  • Lyell Wealth Management sold 7,888 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $220K.
  • Lyell Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2026 and held it in 1 quarter.
  • Lyell Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $220K in Q1 2026.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.