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

MBE 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 		$215K Buy
+6,917
New +$209K 0.08% 151

Other funds holding FNDX

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

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

MBE Wealth Management opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 6,917 shares worth $215K. The stake represents 0.08% of the portfolio and ranks #151 among its holdings.

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

  • MBE Wealth Management held 6,917 shares of Schwab Fundamental US Large Company Index ETF worth $215K as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new MBE Wealth Management position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.08% of MBE Wealth Management's portfolio in Q2 2026, its #151 holding.
  • 391 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.