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Money Concepts Capital’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Money Concepts Capital’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 		$355K Sell
11,430
-116
-1% -$3.5K 0.02% 472
2026
Q1 		$322K Buy
+11,546
New +$327K 0.02% 453
2023
Q1 		– Sell
-1,680
Closed -$29.9K – 1357
2022
Q4 		$29.9K Buy
+1,680
New +$29.7K ﹤0.01% 1474

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

Money Concepts Capital's FNDX Position: Q2 2026 in Review

Money Concepts Capital reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1% in Q2 2026, selling an estimated $3.5K and leaving 11,430 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #472.

Money Concepts Capital first reported a position in FNDX in Q4 2022 and has held it in 3 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Money Concepts Capital held 11,430 shares of Schwab Fundamental US Large Company Index ETF worth $355K as of Q2 2026.
  • Money Concepts Capital sold 116 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $3.5K.
  • Schwab Fundamental US Large Company Index ETF made up 0.02% of Money Concepts Capital's portfolio in Q2 2026, its #472 holding.
  • Money Concepts Capital first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2022 and has held it in 3 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.