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 Q2	$286K	Buy	9,194 +6	+0.1%	+$181	0.01%	1192
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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mutual Advisors's FNDX Position: Q2 2026 in Review

Mutual Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.07% in Q2 2026, buying an estimated $181 and bringing the position to 9,194 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #1192.

Mutual Advisors first reported a position in FNDX in Q4 2019 and has held it in 8 quarters since. The position peaked at $384K in Q4 2020. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Mutual Advisors held 9,194 shares of Schwab Fundamental US Large Company Index ETF worth $286K as of Q2 2026.
Mutual Advisors bought 6 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $181.
Schwab Fundamental US Large Company Index ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1192 holding.
Mutual Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2019 and has held it in 8 quarters since.
Mutual Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $384K in Q4 2020.
839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

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