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

Modera 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	$492K	Buy	15,834 +2,760	+21%	+$83.3K	0.01%	461
2026 Q1	$364K	Hold	13,074	–	–	﹤0.01%	494
2025 Q4	$356K	Sell	13,074 -515	-4%	-$13.8K	﹤0.01%	517
2025 Q3	$357K	Sell	13,589 -124	-0.9%	-$3.15K	﹤0.01%	510
2025 Q2	$337K	Sell	13,713 -179	-1%	-$4.17K	﹤0.01%	514
2025 Q1	$328K	Buy	13,892 +359	+3%	+$8.68K	﹤0.01%	500
2024 Q4	$320K	Hold	13,533	–	–	﹤0.01%	503
2024 Q3	$324K	Sell	13,533 -669	-5%	-$15.4K	﹤0.01%	478
2024 Q2	$317K	Sell	14,202 -2,685	-16%	-$59.2K	﹤0.01%	469
2024 Q1	$379K	Buy	16,887 +2,388	+16%	+$50.8K	0.01%	435
2023 Q4	$299K	Hold	14,499	–	–	0.01%	471
2023 Q3	$271K	Sell	14,499 -1,671	-10%	-$32.3K	0.01%	472
2023 Q2	$310K	Buy	+16,170	New	+$299K	0.01%	464

Other funds holding FNDX

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

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

GWS

Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Modera Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 21% in Q2 2026, buying an estimated $83.3K and bringing the position to 15,834 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #461.

Modera Wealth Management first reported a position in FNDX in Q2 2023 and has held it in 13 quarters since. 569 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Modera Wealth Management held 15,834 shares of Schwab Fundamental US Large Company Index ETF worth $492K as of Q2 2026.
Modera Wealth Management bought 2,760 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $83.3K.
Schwab Fundamental US Large Company Index ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #461 holding.
Modera Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2023 and has held it in 13 quarters since.
569 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.