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

Mission 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 		$6.44M Buy
207,214
+193,680
+1,431% +$5.85M 0.08% 147
2026
Q1 		$377K Sell
13,534
-1,003
-7% -$28.4K 0.01% 559
2025
Q4 		$396K Sell
14,537
-9,912
-41% -$265K 0.01% 546
2025
Q3 		$643K Buy
+24,449
New +$621K 0.01% 426
2024
Q2 		– Sell
-14,532
Closed -$326K – 696
2024
Q1 		$326K Buy
+14,532
New +$309K 0.01% 533

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

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

Mission Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1,431% in Q2 2026, buying an estimated $5.85M and bringing the position to 207,214 shares worth $6.44M. The position accounts for 0.08% of the portfolio, ranked #147.

Mission Wealth Management first reported a position in FNDX in Q1 2024 and has held it in 5 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Mission Wealth Management held 207,214 shares of Schwab Fundamental US Large Company Index ETF worth $6.44M as of Q2 2026.
  • Mission Wealth Management bought 193,680 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $5.85M.
  • Schwab Fundamental US Large Company Index ETF made up 0.08% of Mission Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Mission Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2024 and has held it in 5 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.