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Monetary Solutions’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Monetary Solutions’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 		$874K Buy
28,114
+20
+0.1% +$604 0.75% 25
2026
Q1 		$782K Buy
28,094
+178
+0.6% +$5.04K 0.76% 25
2025
Q4 		$760K Buy
+27,916
New +$747K 0.75% 23

Other funds holding FNDX

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
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
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Monetary Solutions's FNDX Position: Q2 2026 in Review

Monetary Solutions increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.07% in Q2 2026, buying an estimated $604 and bringing the position to 28,114 shares worth $874K. The position accounts for 0.75% of the portfolio, ranked #25.

Monetary Solutions first reported a position in FNDX in Q4 2025 and has held it in 3 quarters since. 723 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Monetary Solutions held 28,114 shares of Schwab Fundamental US Large Company Index ETF worth $874K as of Q2 2026.
  • Monetary Solutions bought 20 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $604.
  • Schwab Fundamental US Large Company Index ETF made up 0.75% of Monetary Solutions's portfolio in Q2 2026, its #25 holding.
  • Monetary Solutions first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 723 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.