PAW
FNDX icon

Plan A Wealth’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Plan A Wealth’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 		$708K Buy
22,772
+361
+2% +$10.9K 0.3% 52
2026
Q1 		$624K Buy
22,411
+2,788
+14% +$79K 0.3% 54
2025
Q4 		$534K Sell
19,623
-158
-0.8% -$4.23K 0.26% 65
2025
Q3 		$520K Buy
19,781
+1,271
+7% +$32.3K 0.26% 65
2025
Q2 		$454K Buy
18,510
+6,931
+60% +$161K 0.26% 75
2025
Q1 		$273K Buy
+11,579
New +$280K 0.21% 77

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

Plan A Wealth's FNDX Position: Q2 2026 in Review

Plan A Wealth increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.6% in Q2 2026, buying an estimated $10.9K and bringing the position to 22,772 shares worth $708K. The position accounts for 0.3% of the portfolio, ranked #52.

Plan A Wealth first reported a position in FNDX in Q1 2025 and has held it in 6 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Plan A Wealth held 22,772 shares of Schwab Fundamental US Large Company Index ETF worth $708K as of Q2 2026.
  • Plan A Wealth bought 361 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $10.9K.
  • Schwab Fundamental US Large Company Index ETF made up 0.3% of Plan A Wealth's portfolio in Q2 2026, its #52 holding.
  • Plan A Wealth first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.