Moller Wealth Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Moller Wealth Partners’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 Q3	$30.3M	Buy	962,548 +3,887	+0.4%	+$124K	5.56%	6
2026 Q2	$29.8M	Sell	958,661 -2,385	-0.2%	-$72K	5.39%	6
2026 Q1	$26.8M	Buy	961,046 +34,465	+4%	+$977K	5.28%	6
2025 Q4	$25.2M	Sell	926,581 -12,152	-1%	-$325K	5.28%	5
2025 Q3	$24.7M	Buy	938,733 +64,831	+7%	+$1.65M	5.15%	6
2025 Q2	$21.4M	Buy	873,902 +62,562	+8%	+$1.46M	4.74%	7
2025 Q1	$19.2M	Buy	811,340 +44,825	+6%	+$1.08M	4.74%	7
2024 Q4	$18.2M	Sell	766,515 -26,931	-3%	-$653K	4.77%	7
2024 Q3	$19M	Sell	793,446 -123	-0%	-$2.83K	4.74%	7
2024 Q2	$17.7M	Sell	793,569 -132	-0%	-$2.91K	4.73%	7
2024 Q1	$17.8M	Sell	793,701 -29,631	-4%	-$630K	4.83%	7
2023 Q4	$17M	Buy	823,332 +34,533	+4%	+$664K	4.79%	8
2023 Q3	$14.7M	Sell	788,799 -7,401	-0.9%	-$143K	4.68%	7
2023 Q2	$15.3M	Sell	796,200 -12,024	-1%	-$222K	4.67%	8
2023 Q1	$14.8M	Buy	808,224 +44,601	+6%	+$818K	4.56%	8
2022 Q4	$13.6M	Buy	763,623 +29,007	+4%	+$513K	4.37%	8
2022 Q3	$11.7M	Buy	734,616 +10,575	+1%	+$187K	4.21%	9
2022 Q2	$12.3M	Buy	724,041 +48,213	+7%	+$888K	4.17%	9
2022 Q1	$13.2M	Buy	675,828 +1,359	+0.2%	+$26.2K	4.1%	9
2021 Q4	$13.2M	Sell	674,469 -11,619	-2%	-$221K	4.2%	8
2021 Q3	$12.3M	Buy	686,088 +17,232	+3%	+$316K	4.08%	8
2021 Q2	$12.2M	Buy	668,856 +4,392	+0.7%	+$79.4K	4.01%	8
2021 Q1	$11.4M	Buy	664,464 +126,855	+24%	+$2.07M	3.99%	8
2020 Q4	$8.12M	Buy	537,609 +10,995	+2%	+$155K	3.36%	11
2020 Q3	$6.8M	Sell	526,614 -26,946	-5%	-$350K	3.05%	13
2020 Q2	$6.8M	Sell	553,560 -153,357	-22%	-$1.81M	2.97%	13
2020 Q1	$7.38M	Buy	706,917 +145,290	+26%	+$1.89M	3.82%	12
2019 Q4	$7.99M	Buy	561,627 +102,711	+22%	+$1.4M	3.54%	11
2019 Q3	$6.05M	Buy	458,916 +170,751	+59%	+$2.23M	2.93%	11
2019 Q2	$3.76M	Buy	288,165 +234,390	+436%	+$3M	1.93%	13
2019 Q1	$680K	Buy	+53,775	New	+$661K	0.3%	28

Other funds holding FNDX

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Moller Wealth Partners's FNDX Position: Q3 2026 in Review

Moller Wealth Partners increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.41% in Q3 2026, buying an estimated $124K and bringing the position to 962,548 shares worth $30.3M. The position accounts for 5.56% of the portfolio, ranked #6.

Moller Wealth Partners first reported a position in FNDX in Q1 2019 and has held it in 31 quarters since. 534 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

Moller Wealth Partners held 962,548 shares of Schwab Fundamental US Large Company Index ETF worth $30.3M as of Q3 2026.
Moller Wealth Partners bought 3,887 Schwab Fundamental US Large Company Index ETF shares in Q3 2026, an estimated $124K.
Schwab Fundamental US Large Company Index ETF made up 5.56% of Moller Wealth Partners's portfolio in Q3 2026, its #6 holding.
Moller Wealth Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2019 and has held it in 31 quarters since.
534 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Moller Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.