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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
Q2 		$1.31M Sell
42,269
-3,279
-7% -$99K 0.41% 61
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 $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Medallion Wealth Advisors's FNDX Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 7.2% in Q2 2026, selling an estimated $99K and leaving 42,269 shares worth $1.31M. The position accounts for 0.41% of the portfolio, ranked #61.

Medallion Wealth Advisors first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Medallion Wealth Advisors held 42,269 shares of Schwab Fundamental US Large Company Index ETF worth $1.31M as of Q2 2026.
  • Medallion Wealth Advisors sold 3,279 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $99K.
  • Schwab Fundamental US Large Company Index ETF made up 0.41% of Medallion Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • Medallion Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.