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Paladin Advisory Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Paladin Advisory 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 		$19.6K Hold
630
– – 0.01% 192
2026
Q1 		$17.5K Sell
630
-134
-18% -$3.8K 0.01% 191
2025
Q4 		$20.8K Sell
764
-250
-25% -$6.69K 0.02% 186
2025
Q3 		$26.7K Hold
1,014
– – 0.02% 173
2025
Q2 		$24.9K Buy
+1,014
New +$23.6K 0.02% 169

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

Paladin Advisory Group's FNDX Position: Q2 2026 in Review

Paladin Advisory Group held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 630 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #192.

Paladin Advisory Group first reported a position in FNDX in Q2 2025 and has held it in 5 quarters since. The position peaked at $26.7K in Q3 2025. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Paladin Advisory Group held 630 shares of Schwab Fundamental US Large Company Index ETF worth $19.6K as of Q2 2026.
  • Paladin Advisory 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 0.01% of Paladin Advisory Group's portfolio in Q2 2026, its #192 holding.
  • Paladin Advisory Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2025 and has held it in 5 quarters since.
  • Paladin Advisory Group's Schwab Fundamental US Large Company Index ETF position peaked at $26.7K in Q3 2025.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.