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Pettyjohn Wood & White’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Pettyjohn Wood & White’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 		$352K Buy
12,650
+1,782
+16% +$50.5K 0.06% 165
2025
Q4 		$296K Buy
10,868
+643
+6% +$17.2K 0.05% 171
2025
Q3 		$269K Sell
10,225
-200
-2% -$5.08K 0.04% 171
2025
Q2 		$256K Buy
10,425
+1,025
+11% +$23.8K 0.05% 174
2025
Q1 		$222K Buy
+9,400
New +$227K 0.04% 180

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
ML
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pettyjohn Wood & White's FNDX Position: Q1 2026 in Review

Pettyjohn Wood & White increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 16% in Q1 2026, buying an estimated $50.5K and bringing the position to 12,650 shares worth $352K. The position accounts for 0.06% of the portfolio, ranked #165.

Pettyjohn Wood & White first reported a position in FNDX in Q1 2025 and has held it in 5 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Pettyjohn Wood & White held 12,650 shares of Schwab Fundamental US Large Company Index ETF worth $352K as of Q1 2026.
  • Pettyjohn Wood & White bought 1,782 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $50.5K.
  • Schwab Fundamental US Large Company Index ETF made up 0.06% of Pettyjohn Wood & White's portfolio in Q1 2026, its #165 holding.
  • Pettyjohn Wood & White first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2025 and has held it in 5 quarters since.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.