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Moneta Group Investment Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Moneta Group Investment Advisors’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 		$809K Buy
29,031
+983
+4% +$27.9K 0.01% 398
2025
Q4 		$763K Buy
28,048
+18,290
+187% +$489K 0.01% 409
2025
Q3 		$257K Buy
9,758
+641
+7% +$16.3K ﹤0.01% 663
2025
Q2 		$224K Buy
+9,117
New +$212K ﹤0.01% 639

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 $30.4B AUM 27.51% 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 $2.72B AUM 21.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Moneta Group Investment Advisors's FNDX Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 3.5% in Q1 2026, buying an estimated $27.9K and bringing the position to 29,031 shares worth $809K. The position accounts for 0.01% of the portfolio, ranked #398.

Moneta Group Investment Advisors first reported a position in FNDX in Q2 2025 and has held it in 4 quarters since. 777 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Moneta Group Investment Advisors held 29,031 shares of Schwab Fundamental US Large Company Index ETF worth $809K as of Q1 2026.
  • Moneta Group Investment Advisors bought 983 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $27.9K.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #398 holding.
  • Moneta Group Investment Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2025 and has held it in 4 quarters since.
  • 777 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.