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

Nova Wealth Management’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 		$215K Sell
6,925
-6,345
-48% -$191K 0.12% 135
2026
Q1 		$370K Sell
13,270
-44
-0.3% -$1.25K 0.24% 95
2025
Q4 		$362K Sell
13,314
-433
-3% -$11.6K 0.25% 92
2025
Q3 		$362K Sell
13,747
-1,900
-12% -$48.2K 0.25% 90
2025
Q2 		$384K Sell
15,647
-43
-0.3% -$1K 0.28% 87
2025
Q1 		$370K Buy
15,690
+6,023
+62% +$146K 0.32% 81
2024
Q4 		$229K Buy
+9,667
New +$234K 0.2% 102

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ML
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
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nova Wealth Management's FNDX Position: Q2 2026 in Review

Nova Wealth Management reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 48% in Q2 2026, selling an estimated $191K and leaving 6,925 shares worth $215K. The position accounts for 0.12% of the portfolio, ranked #135.

Nova Wealth Management first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. The position peaked at $384K in Q2 2025. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Nova Wealth Management held 6,925 shares of Schwab Fundamental US Large Company Index ETF worth $215K as of Q2 2026.
  • Nova Wealth Management sold 6,345 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $191K.
  • Schwab Fundamental US Large Company Index ETF made up 0.12% of Nova Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Nova Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $384K in Q2 2025.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.