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FNDX icon

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

NewEdge 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 		$4.83M Buy
173,489
+85,371
+97% +$2.42M 0.02% 701
2025
Q4 		$2.4M Buy
88,118
+7,295
+9% +$195K 0.01% 982
2025
Q3 		$2.13M Buy
80,823
+946
+1% +$24K 0.01% 988
2025
Q2 		$1.96M Buy
79,877
+297
+0.4% +$6.91K 0.01% 945
2025
Q1 		$1.88M Buy
79,580
+695
+0.9% +$16.8K 0.01% 896
2024
Q4 		$1.87M Buy
78,885
+6
+0% +$145 0.01% 854
2024
Q3 		$1.89M Buy
78,879
+372
+0.5% +$8.56K 0.01% 817
2024
Q2 		$1.75M Buy
78,507
+6,561
+9% +$145K 0.01% 815
2024
Q1 		$1.62M Buy
71,946
+6,489
+10% +$138K 0.01% 777
2023
Q4 		$1.36M Buy
65,457
+42,255
+182% +$813K 0.01% 813
2023
Q3 		$433K Buy
23,202
+22,230
+2,287% +$430K ﹤0.01% 1236
2023
Q2 		$18.7K Hold
972
– – ﹤0.01% 2401
2023
Q1 		$17.8K Sell
972
-1,596
-62% -$29.3K ﹤0.01% 2379
2022
Q4 		$28.1K Buy
+2,568
New +$45.4K ﹤0.01% 1992

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

NewEdge Advisors's FNDX Position: Q1 2026 in Review

NewEdge Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 97% in Q1 2026, buying an estimated $2.42M and bringing the position to 173,489 shares worth $4.83M. The position accounts for 0.02% of the portfolio, ranked #701.

NewEdge Advisors first reported a position in FNDX in Q4 2022 and has held it in 14 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • NewEdge Advisors held 173,489 shares of Schwab Fundamental US Large Company Index ETF worth $4.83M as of Q1 2026.
  • NewEdge Advisors bought 85,371 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $2.42M.
  • Schwab Fundamental US Large Company Index ETF made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #701 holding.
  • NewEdge Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2022 and has held it in 14 quarters since.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.