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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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KeyBank National Association
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
ML
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Midland Wealth Advisors's FNDX Position: Q1 2026 in Review

Midland Wealth Advisors reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 4.5% in Q1 2026, selling an estimated $84.9K and leaving 63,765 shares worth $1.78M. The position accounts for 0.09% of the portfolio, ranked #44.

Midland Wealth Advisors first reported a position in FNDX in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.13M in Q4 2024. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Midland Wealth Advisors held 63,765 shares of Schwab Fundamental US Large Company Index ETF worth $1.78M as of Q1 2026.
  • Midland Wealth Advisors sold 2,996 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $84.9K.
  • Schwab Fundamental US Large Company Index ETF made up 0.09% of Midland Wealth Advisors's portfolio in Q1 2026, its #44 holding.
  • Midland Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2024 and has held it in 7 quarters since.
  • Midland Wealth Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $3.13M in Q4 2024.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.