Peachtree Investment Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Peachtree Investment Partners’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 Q1	$2.45K	Hold	88	–	–	﹤0.01%	127
2025 Q4	$2.38K	Buy	88 +1	+1%	+$27	﹤0.01%	124
2025 Q3	$2.29K	Hold	87	–	–	﹤0.01%	125
2025 Q2	$2.13K	Buy	87 +1	+1%	+$23	﹤0.01%	123
2025 Q1	$2.04K	Hold	86	–	–	﹤0.01%	121
2024 Q4	$2.04K	Buy	+86	New	+$2.08K	﹤0.01%	108

Other funds holding FNDX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Peachtree Investment Partners's FNDX Position: Q1 2026 in Review

Peachtree Investment Partners held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q1 2026 at 88 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #127.

Peachtree Investment Partners first reported a position in FNDX in Q4 2024 and has held it in 6 quarters since. 777 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

Peachtree Investment Partners held 88 shares of Schwab Fundamental US Large Company Index ETF worth $2.45K as of Q1 2026.
Peachtree Investment Partners left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q1 2026.
Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Peachtree Investment Partners's portfolio in Q1 2026, its #127 holding.
Peachtree Investment Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 6 quarters since.
777 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.