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

Maridea 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
Q1 		$390K Sell
13,993
-521
-4% -$14.8K 0.06% 289
2025
Q4 		$395K Sell
14,514
-5,071
-26% -$136K 0.06% 290
2025
Q3 		$519K Sell
19,585
-683
-3% -$17.3K 0.08% 240
2025
Q2 		$497K Sell
20,268
-3,680
-15% -$85.6K 0.13% 157
2025
Q1 		$565K Sell
23,948
-796
-3% -$19.2K 0.18% 108
2024
Q4 		$586K Buy
+24,744
New +$600K 0.19% 94

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Maridea Wealth Management's FNDX Position: Q1 2026 in Review

Maridea Wealth Management reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 3.6% in Q1 2026, selling an estimated $14.8K and leaving 13,993 shares worth $390K. The position accounts for 0.06% of the portfolio, ranked #289.

Maridea Wealth Management first reported a position in FNDX in Q4 2024 and has held it in 6 quarters since. The position peaked at $586K in Q4 2024. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Maridea Wealth Management held 13,993 shares of Schwab Fundamental US Large Company Index ETF worth $390K as of Q1 2026.
  • Maridea Wealth Management sold 521 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $14.8K.
  • Schwab Fundamental US Large Company Index ETF made up 0.06% of Maridea Wealth Management's portfolio in Q1 2026, its #289 holding.
  • Maridea Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 6 quarters since.
  • Maridea Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $586K in Q4 2024.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.