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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
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

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

Moller Wealth Partners's FNDX Position: Q2 2026 in Review

Moller Wealth Partners reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.25% in Q2 2026, selling an estimated $72K and leaving 958,661 shares worth $29.8M. The position accounts for 5.39% of the portfolio, ranked #6.

Moller Wealth Partners first reported a position in FNDX in Q1 2019 and has held it in 30 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Moller Wealth Partners held 958,661 shares of Schwab Fundamental US Large Company Index ETF worth $29.8M as of Q2 2026.
  • Moller Wealth Partners sold 2,385 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $72K.
  • Schwab Fundamental US Large Company Index ETF made up 5.39% of Moller Wealth Partners's portfolio in Q2 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 30 quarters since.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.