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Onyx Bridge Wealth Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Onyx Bridge Wealth Group’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 		$329K Hold
10,575
– – 0.03% 293
2026
Q1 		$295K Hold
10,575
– – 0.03% 297
2025
Q4 		$288K Hold
10,575
– – 0.03% 291
2025
Q3 		$278K Hold
10,575
– – 0.03% 290
2025
Q2 		$260K Hold
10,575
– – 0.03% 251
2025
Q1 		$250K Hold
10,575
– – 0.04% 237
2024
Q4 		$250K Buy
+10,575
New +$256K 0.04% 230

Other funds holding FNDX

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Onyx Bridge Wealth Group's FNDX Position: Q2 2026 in Review

Onyx Bridge Wealth Group held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 10,575 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #293.

Onyx Bridge Wealth Group first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. 349 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Onyx Bridge Wealth Group held 10,575 shares of Schwab Fundamental US Large Company Index ETF worth $329K as of Q2 2026.
  • Onyx Bridge Wealth Group left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.03% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #293 holding.
  • Onyx Bridge Wealth Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 349 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.