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Milestone Investment Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Milestone Investment 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 		$11M Buy
352,730
+5,805
+2% +$175K 2.37% 13
2026
Q1 		$9.66M Buy
346,925
+13,710
+4% +$389K 2.33% 17
2025
Q4 		$9.07M Sell
333,215
-894
-0.3% -$23.9K 2.19% 18
2025
Q3 		$8.79M Buy
334,109
+2,088
+0.6% +$53K 2.18% 18
2025
Q2 		$8.15M Buy
332,021
+2,605
+0.8% +$60.6K 2.13% 18
2025
Q1 		$7.78M Sell
329,416
-16,533
-5% -$400K 2.16% 16
2024
Q4 		$8.19M Buy
345,949
+31,513
+10% +$764K 2.23% 13
2024
Q3 		$7.52M Buy
314,436
+16,464
+6% +$379K 2.11% 14
2024
Q2 		$6.65M Buy
297,972
+93,813
+46% +$2.07M 1.77% 19
2024
Q1 		$4.59M Buy
204,159
+93,111
+84% +$1.98M 1.24% 21
2023
Q4 		$2.29M Buy
111,048
+3,204
+3% +$61.6K 0.67% 34
2023
Q3 		$2.01M Buy
107,844
+52,983
+97% +$1.02M 0.57% 38
2023
Q2 		$1.05M Buy
54,861
+2,796
+5% +$51.7K 0.33% 41
2023
Q1 		$953K Buy
52,065
+12
+0% +$220 0.29% 41
2022
Q4 		$927K Buy
+52,053
New +$921K 0.33% 39

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

Milestone Investment Advisors's FNDX Position: Q2 2026 in Review

Milestone Investment Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.7% in Q2 2026, buying an estimated $175K and bringing the position to 352,730 shares worth $11M. The position accounts for 2.37% of the portfolio, ranked #13.

Milestone Investment Advisors first reported a position in FNDX in Q4 2022 and has held it in 15 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Milestone Investment Advisors held 352,730 shares of Schwab Fundamental US Large Company Index ETF worth $11M as of Q2 2026.
  • Milestone Investment Advisors bought 5,805 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $175K.
  • Schwab Fundamental US Large Company Index ETF made up 2.37% of Milestone Investment Advisors's portfolio in Q2 2026, its #13 holding.
  • Milestone Investment Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2022 and has held it in 15 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.