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Medallion Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Medallion Wealth 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
Q1 		$1.27M Buy
45,548
+2,957
+7% +$83.8K 0.41% 58
2025
Q4 		$1.16M Sell
42,591
-133
-0.3% -$3.56K 0.39% 63
2025
Q3 		$1.12M Sell
42,724
-544
-1% -$13.8K 0.4% 62
2025
Q2 		$1.07M Sell
43,268
-974
-2% -$22.7K 0.41% 59
2025
Q1 		$1.04M Buy
44,242
+240
+0.5% +$5.8K 0.47% 49
2024
Q4 		$1.04M Buy
+44,002
New +$1.07M 0.52% 44

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 $30.4B AUM 27.51% 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 $2.72B AUM 21.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Medallion Wealth Advisors's FNDX Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 6.9% in Q1 2026, buying an estimated $83.8K and bringing the position to 45,548 shares worth $1.27M. The position accounts for 0.41% of the portfolio, ranked #58.

Medallion Wealth Advisors first reported a position in FNDX in Q4 2024 and has held it in 6 quarters since. 777 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Medallion Wealth Advisors held 45,548 shares of Schwab Fundamental US Large Company Index ETF worth $1.27M as of Q1 2026.
  • Medallion Wealth Advisors bought 2,957 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $83.8K.
  • Schwab Fundamental US Large Company Index ETF made up 0.41% of Medallion Wealth Advisors's portfolio in Q1 2026, its #58 holding.
  • Medallion Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 6 quarters since.
  • 777 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.