MBE Wealth Management
FNDX icon

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
Q3 		$370K Buy
11,773
+4,856
+70% +$156K 0.13% 110
2026
Q2 		$215K Buy
+6,917
New +$209K 0.08% 151

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Signature Estate & Investment Advisors
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

MBE Wealth Management's FNDX Position: Q3 2026 in Review

MBE Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 70% in Q3 2026, buying an estimated $156K and bringing the position to 11,773 shares worth $370K. The position accounts for 0.13% of the portfolio, ranked #110.

MBE Wealth Management first reported a position in FNDX in Q2 2026 and has held it in 2 quarters since. 538 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

  • MBE Wealth Management held 11,773 shares of Schwab Fundamental US Large Company Index ETF worth $370K as of Q3 2026.
  • MBE Wealth Management bought 4,856 Schwab Fundamental US Large Company Index ETF shares in Q3 2026, an estimated $156K.
  • Schwab Fundamental US Large Company Index ETF made up 0.13% of MBE Wealth Management's portfolio in Q3 2026, its #110 holding.
  • MBE Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2026 and has held it in 2 quarters since.
  • 538 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.