Main Street Financial Solutions’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Main Street Financial Solutions’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	$6.5M	Buy	208,983 +29,120	+16%	+$879K	0.42%	53
2026 Q1	$5.01M	Buy	179,863 +30,474	+20%	+$864K	0.37%	58
2025 Q4	$4.06M	Buy	149,389 +31,885	+27%	+$853K	0.3%	71
2025 Q3	$3.09M	Sell	117,504 -47,426	-29%	-$1.2M	0.2%	108
2025 Q2	$4.05M	Sell	164,930 -15,603	-9%	-$363K	0.29%	73
2025 Q1	$4.26M	Buy	+180,533	New	+$4.36M	0.37%	56
2024 Q4	–	Sell	-188,838	Closed	-$4.52M	–	515
2024 Q3	$4.52M	Buy	188,838 +92,829	+97%	+$2.14M	0.41%	46
2024 Q2	$2.14M	Buy	96,009 +48,171	+101%	+$1.06M	0.2%	101
2024 Q1	$1.07M	Buy	+47,838	New	+$1.02M	0.11%	168

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

Main Street Financial Solutions's FNDX Position: Q2 2026 in Review

Main Street Financial Solutions increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 16% in Q2 2026, buying an estimated $879K and bringing the position to 208,983 shares worth $6.5M. The position accounts for 0.42% of the portfolio, ranked #53.

Main Street Financial Solutions first reported a position in FNDX in Q1 2024 and has held it in 9 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Main Street Financial Solutions held 208,983 shares of Schwab Fundamental US Large Company Index ETF worth $6.5M as of Q2 2026.
Main Street Financial Solutions bought 29,120 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $879K.
Schwab Fundamental US Large Company Index ETF made up 0.42% of Main Street Financial Solutions's portfolio in Q2 2026, its #53 holding.
Main Street Financial Solutions first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2024 and has held it in 9 quarters since.
839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.