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

Meridian 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 Q1	$3.33M	Buy	119,602 +7	+0%	+$198	0.12%	168
2025 Q4	$3.25M	Buy	119,595 +8	+0%	+$214	0.11%	164
2025 Q3	$3.15M	Sell	119,587 -1,654	-1%	-$42K	0.12%	156
2025 Q2	$2.98M	Sell	121,241 -2,243	-2%	-$52.2K	0.13%	162
2025 Q1	$2.92M	Sell	123,484 -2,987	-2%	-$72.2K	0.14%	154
2024 Q4	$2.99M	Sell	126,471 -816	-0.6%	-$19.8K	0.14%	147
2024 Q3	$3.04M	Buy	+127,287	New	+$2.93M	0.15%	146
2024 Q1	–	Sell	-119,259	Closed	-$2.46M	–	308
2023 Q4	$2.46M	Sell	119,259 -119,391	-50%	-$2.3M	0.16%	150
2023 Q3	$4.45M	Buy	+238,650	New	+$4.62M	0.27%	77

Other funds holding FNDX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

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

Meridian Wealth Management's FNDX Position: Q1 2026 in Review

Meridian Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.01% in Q1 2026, buying an estimated $198 and bringing the position to 119,602 shares worth $3.33M. The position accounts for 0.12% of the portfolio, ranked #168.

Meridian Wealth Management first reported a position in FNDX in Q3 2023 and has held it in 9 quarters since. The position peaked at $4.45M in Q3 2023. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

Meridian Wealth Management held 119,602 shares of Schwab Fundamental US Large Company Index ETF worth $3.33M as of Q1 2026.
Meridian Wealth Management bought 7 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $198.
Schwab Fundamental US Large Company Index ETF made up 0.12% of Meridian Wealth Management's portfolio in Q1 2026, its #168 holding.
Meridian Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2023 and has held it in 9 quarters since.
Meridian Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $4.45M in Q3 2023.
776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.