Noble Wealth Management PBC’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Noble Wealth Management PBC’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	$9K	Buy	286 +86	+43%	+$2.75K	﹤0.01%	485
2026 Q2	$6.22K	Sell	200 -290	-59%	-$8.75K	﹤0.01%	504
2026 Q1	$13.6K	Sell	490 -125	-20%	-$3.54K	0.01%	419
2025 Q4	$16.7K	Hold	615	–	–	0.01%	401
2025 Q3	$16.2K	Buy	+615	New	+$15.6K	0.01%	386

Other funds holding FNDX

FCT

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

Noble Wealth Management PBC's FNDX Position: Q3 2026 in Review

Noble Wealth Management PBC increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 43% in Q3 2026, buying an estimated $2.75K and bringing the position to 286 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Noble Wealth Management PBC first reported a position in FNDX in Q3 2025 and has held it in 5 quarters since. The position peaked at $16.7K in Q4 2025. 29 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

Noble Wealth Management PBC held 286 shares of Schwab Fundamental US Large Company Index ETF worth $9K as of Q3 2026.
Noble Wealth Management PBC bought 86 Schwab Fundamental US Large Company Index ETF shares in Q3 2026, an estimated $2.75K.
Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #485 holding.
Noble Wealth Management PBC first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2025 and has held it in 5 quarters since.
Noble Wealth Management PBC's Schwab Fundamental US Large Company Index ETF position peaked at $16.7K in Q4 2025.
29 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.