MA
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Mutual Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Mutual 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 		$256K Buy
9,188
+1,481
+19% +$42K 0.01% 1185
2025
Q4 		$210K Buy
+7,707
New +$206K ﹤0.01% 1238
2021
Q1 		– Sell
-25,449
Closed -$384K – 793
2020
Q4 		$384K Buy
25,449
+4,647
+22% +$65.5K 0.03% 538
2020
Q3 		$269K Sell
20,802
-2,994
-13% -$38.9K 0.02% 564
2020
Q2 		$292K Sell
23,796
-1,293
-5% -$15.2K 0.03% 514
2020
Q1 		$262K Buy
25,089
+3,702
+17% +$48.2K 0.04% 431
2019
Q4 		$304K Buy
+21,387
New +$292K 0.03% 457

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 $27.4B AUM 24.17% 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 $2.41B AUM 16.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mutual Advisors's FNDX Position: Q1 2026 in Review

Mutual Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 19% in Q1 2026, buying an estimated $42K and bringing the position to 9,188 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #1185.

Mutual Advisors first reported a position in FNDX in Q4 2019 and has held it in 7 quarters since. The position peaked at $384K in Q4 2020. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Mutual Advisors held 9,188 shares of Schwab Fundamental US Large Company Index ETF worth $256K as of Q1 2026.
  • Mutual Advisors bought 1,481 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $42K.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1185 holding.
  • Mutual Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2019 and has held it in 7 quarters since.
  • Mutual Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $384K in Q4 2020.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.