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Market Street Wealth Management Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Market Street Wealth Management Advisors’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 		$497K Buy
+15,993
New +$483K 0.07% 80

Other funds holding FNDX

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
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
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Market Street Wealth Management Advisors's FNDX Position: Q2 2026 in Review

Market Street Wealth Management Advisors opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 15,993 shares worth $497K. The stake represents 0.07% of the portfolio and ranks #80 among its holdings.

553 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Market Street Wealth Management Advisors held 15,993 shares of Schwab Fundamental US Large Company Index ETF worth $497K as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new Market Street Wealth Management Advisors position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.07% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #80 holding.
  • 553 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.