Next Level Wealth Planning
FNDX icon

Next Level Wealth Planning’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Next Level Wealth Planning’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
Q3 		$26.1K Buy
+830
New +$26.6K 0.01% 237

Other funds holding FNDX

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Next Level Wealth Planning's FNDX Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2026: 830 shares worth $26.1K. The stake represents 0.01% of the portfolio and ranks #237 among its holdings.

534 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

  • Next Level Wealth Planning held 830 shares of Schwab Fundamental US Large Company Index ETF worth $26.1K as of Q3 2026.
  • Schwab Fundamental US Large Company Index ETF was a new Next Level Wealth Planning position in Q3 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #237 holding.
  • 534 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.