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

Modern 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
Q1 		$1.69M Buy
60,409
+257
+0.4% +$7.28K 0.03% 329
2025
Q4 		$1.64M Buy
60,152
+6,653
+12% +$178K 0.03% 332
2025
Q3 		$1.41M Sell
53,499
-2,586
-5% -$65.7K 0.03% 331
2025
Q2 		$1.38M Buy
56,085
+6,942
+14% +$162K 0.03% 317
2025
Q1 		$1.16M Buy
+49,143
New +$1.19M 0.04% 286

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

Modern Wealth Management's FNDX Position: Q1 2026 in Review

Modern Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.43% in Q1 2026, buying an estimated $7.28K and bringing the position to 60,409 shares worth $1.69M. The position accounts for 0.03% of the portfolio, ranked #329.

Modern Wealth Management first reported a position in FNDX in Q1 2025 and has held it in 5 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Modern Wealth Management held 60,409 shares of Schwab Fundamental US Large Company Index ETF worth $1.69M as of Q1 2026.
  • Modern Wealth Management bought 257 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $7.28K.
  • Schwab Fundamental US Large Company Index ETF made up 0.03% of Modern Wealth Management's portfolio in Q1 2026, its #329 holding.
  • Modern Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2025 and has held it in 5 quarters since.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.