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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
Q2 		$1.12M Buy
36,133
+7,102
+24% +$214K 0.01% 376
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 $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

Moneta Group Investment Advisors's FNDX Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 24% in Q2 2026, buying an estimated $214K and bringing the position to 36,133 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #376.

Moneta Group Investment Advisors first reported a position in FNDX in Q2 2025 and has held it in 5 quarters since. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Moneta Group Investment Advisors held 36,133 shares of Schwab Fundamental US Large Company Index ETF worth $1.12M as of Q2 2026.
  • Moneta Group Investment Advisors bought 7,102 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $214K.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #376 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 5 quarters since.
  • 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.