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Mark Sheptoff Financial Planning’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Mark Sheptoff Financial Planning’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 		$15.6K Hold
518
– – 0.01% 299
2025
Q4 		$14.1K Hold
518
– – 0.01% 313
2025
Q3 		$13.6K Buy
+518
New +$13.2K 0.01% 315

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

Mark Sheptoff Financial Planning's FNDX Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q1 2026 at 518 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #299.

Mark Sheptoff Financial Planning first reported a position in FNDX in Q3 2025 and has held it in 3 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Mark Sheptoff Financial Planning held 518 shares of Schwab Fundamental US Large Company Index ETF worth $15.6K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q1 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #299 holding.
  • Mark Sheptoff Financial Planning first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2025 and has held it in 3 quarters since.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.