Meeder Advisory Services’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$295K Buy
10,577
+512
+5% +$14.5K 0.01% 526
2025
Q4
$274K Buy
10,065
+1,425
+16% +$38.1K 0.01% 557
2025
Q3
$227K Buy
8,640
+36
+0.4% +$914 0.01% 562
2025
Q2
$211K Hold
8,604
0.01% 575
2025
Q1
$203K Sell
8,604
-323
-4% -$7.81K 0.01% 548
2024
Q4
$211K Sell
8,927
-8,911
-50% -$216K 0.01% 528
2024
Q3
$427K Buy
17,838
+3,285
+23% +$75.6K 0.03% 373
2024
Q2
$325K Buy
+14,553
New +$321K 0.02% 391

Other funds holding FNDX

Meeder Advisory Services's FNDX Position: Q1 2026 in Review

Meeder Advisory Services increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 5.1% in Q1 2026, buying an estimated $14.5K and bringing the position to 10,577 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #526.

Meeder Advisory Services first reported a position in FNDX in Q2 2024 and has held it in 8 quarters since. The position peaked at $427K in Q3 2024. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Meeder Advisory Services held 10,577 shares of Schwab Fundamental US Large Company Index ETF worth $295K as of Q1 2026.
  • Meeder Advisory Services bought 512 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $14.5K.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Meeder Advisory Services's portfolio in Q1 2026, its #526 holding.
  • Meeder Advisory Services first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2024 and has held it in 8 quarters since.
  • Meeder Advisory Services's Schwab Fundamental US Large Company Index ETF position peaked at $427K in Q3 2024.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.