NovaPoint Capital’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

NovaPoint Capital’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	$307K	Buy	+9,868	New	+$298K	0.06%	129

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

NovaPoint Capital's FNDX Position: Q2 2026 in Review

NovaPoint Capital opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 9,868 shares worth $307K. The stake represents 0.06% of the portfolio and ranks #129 among its holdings.

834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

NovaPoint Capital held 9,868 shares of Schwab Fundamental US Large Company Index ETF worth $307K as of Q2 2026.
Schwab Fundamental US Large Company Index ETF was a new NovaPoint Capital position in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up 0.06% of NovaPoint Capital's portfolio in Q2 2026, its #129 holding.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.