Pathstone Holdings’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Pathstone Holdings’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	$268K	Buy	+8,530	New	+$273K	﹤0.01%	2185

Other funds holding FNDX

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Glassman Wealth Services Vienna, Virginia $837M AUM 14.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Pathstone Holdings's FNDX Position: Q3 2026 in Review

Pathstone Holdings opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2026: 8,530 shares worth $268K. The stake represents ﹤0.01% of the portfolio and ranks #2185 among its holdings.

776 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

Pathstone Holdings held 8,530 shares of Schwab Fundamental US Large Company Index ETF worth $268K as of Q3 2026.
Schwab Fundamental US Large Company Index ETF was a new Pathstone Holdings position in Q3 2026.
Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Pathstone Holdings's portfolio in Q3 2026, its #2185 holding.
776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Pathstone Holdings's 13F filing for Q3 2026, filed 13 Nov 2026.