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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
Q2 		$3.72M Buy
119,609
+7
+0% +$211 0.11% 172
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
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

Meridian Wealth Management's FNDX Position: Q2 2026 in Review

Meridian Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.01% in Q2 2026, buying an estimated $211 and bringing the position to 119,609 shares worth $3.72M. The position accounts for 0.11% of the portfolio, ranked #172.

Meridian Wealth Management first reported a position in FNDX in Q3 2023 and has held it in 10 quarters since. The position peaked at $4.45M in Q3 2023. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Meridian Wealth Management held 119,609 shares of Schwab Fundamental US Large Company Index ETF worth $3.72M as of Q2 2026.
  • Meridian Wealth Management bought 7 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $211.
  • Schwab Fundamental US Large Company Index ETF made up 0.11% of Meridian Wealth Management's portfolio in Q2 2026, its #172 holding.
  • Meridian Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2023 and has held it in 10 quarters since.
  • Meridian Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $4.45M in Q3 2023.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.