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Nations Financial Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Nations Financial Group’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 		$1.48M Sell
47,546
-328
-0.7% -$9.9K 0.07% 282
2026
Q1 		$1.33M Buy
47,874
+590
+1% +$16.7K 0.07% 300
2025
Q4 		$1.29M Sell
47,284
-12,082
-20% -$323K 0.07% 284
2025
Q3 		$1.56M Sell
59,366
-463
-0.8% -$11.8K 0.1% 233
2025
Q2 		$1.47M Sell
59,829
-888
-1% -$20.7K 0.1% 223
2025
Q1 		$1.43M Buy
60,717
+10,908
+22% +$264K 0.11% 207
2024
Q4 		$1.18M Sell
49,809
-684
-1% -$16.6K 0.09% 245
2024
Q3 		$1.21M Buy
50,493
+2,004
+4% +$46.1K 0.09% 247
2024
Q2 		$1.08M Sell
48,489
-7,260
-13% -$160K 0.09% 248
2024
Q1 		$1.25M Buy
55,749
+2,364
+4% +$50.3K 0.11% 219
2023
Q4 		$1.1M Buy
53,385
+6,009
+13% +$116K 0.1% 231
2023
Q3 		$884K Buy
47,376
+14,256
+43% +$276K 0.09% 249
2023
Q2 		$636K Buy
+33,120
New +$612K 0.06% 326
2022
Q4 		– Sell
-35,670
Closed -$568K – 608
2022
Q3 		$568K Buy
35,670
+7,278
+26% +$128K 0.08% 263
2022
Q2 		$482K Buy
+28,392
New +$523K 0.06% 309

Other funds holding FNDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

Nations Financial Group's FNDX Position: Q2 2026 in Review

Nations Financial Group reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.69% in Q2 2026, selling an estimated $9.9K and leaving 47,546 shares worth $1.48M. The position accounts for 0.07% of the portfolio, ranked #282.

Nations Financial Group first reported a position in FNDX in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.56M in Q3 2025. 282 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Nations Financial Group held 47,546 shares of Schwab Fundamental US Large Company Index ETF worth $1.48M as of Q2 2026.
  • Nations Financial Group sold 328 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $9.9K.
  • Schwab Fundamental US Large Company Index ETF made up 0.07% of Nations Financial Group's portfolio in Q2 2026, its #282 holding.
  • Nations Financial Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2022 and has held it in 15 quarters since.
  • Nations Financial Group's Schwab Fundamental US Large Company Index ETF position peaked at $1.56M in Q3 2025.
  • 282 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.