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

Midland 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	$1.96M	Sell	62,937 -828	-1%	-$25K	0.09%	48
2026 Q1	$1.78M	Sell	63,765 -2,996	-4%	-$84.9K	0.09%	44
2025 Q4	$1.82M	Buy	66,761 +142	+0.2%	+$3.8K	0.09%	49
2025 Q3	$1.75M	Buy	66,619 +397	+0.6%	+$10.1K	0.09%	54
2025 Q2	$1.63M	Sell	66,222 -8,982	-12%	-$209K	0.09%	55
2025 Q1	$1.78M	Sell	75,204 -57,163	-43%	-$1.38M	0.1%	49
2024 Q4	$3.13M	Buy	132,367 +14,593	+12%	+$354K	0.19%	30
2024 Q3	$2.82M	Buy	+117,774	New	+$2.71M	0.17%	37

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Midland Wealth Advisors reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.3% in Q2 2026, selling an estimated $25K and leaving 62,937 shares worth $1.96M. The position accounts for 0.09% of the portfolio, ranked #48.

Midland Wealth Advisors first reported a position in FNDX in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.13M in Q4 2024. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Midland Wealth Advisors held 62,937 shares of Schwab Fundamental US Large Company Index ETF worth $1.96M as of Q2 2026.
Midland Wealth Advisors sold 828 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $25K.
Schwab Fundamental US Large Company Index ETF made up 0.09% of Midland Wealth Advisors's portfolio in Q2 2026, its #48 holding.
Midland Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2024 and has held it in 8 quarters since.
Midland Wealth Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $3.13M in Q4 2024.
839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.