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 Q2	$6.68M	Buy	214,708 +41,219	+24%	+$1.24M	0.02%	659
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 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

NewEdge Advisors's FNDX Position: Q2 2026 in Review

NewEdge Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 24% in Q2 2026, buying an estimated $1.24M and bringing the position to 214,708 shares worth $6.68M. The position accounts for 0.02% of the portfolio, ranked #659.

NewEdge Advisors first reported a position in FNDX in Q4 2022 and has held it in 15 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

NewEdge Advisors held 214,708 shares of Schwab Fundamental US Large Company Index ETF worth $6.68M as of Q2 2026.
NewEdge Advisors bought 41,219 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $1.24M.
Schwab Fundamental US Large Company Index ETF made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #659 holding.
NewEdge Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2022 and has held it in 15 quarters since.
839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.