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 Q3	$724K	Buy	23,017 +245	+1%	+$7.85K	0.26%	54
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

FCT

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Plan A Wealth's FNDX Position: Q3 2026 in Review

Plan A Wealth increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.1% in Q3 2026, buying an estimated $7.85K and bringing the position to 23,017 shares worth $724K. The position accounts for 0.26% of the portfolio, ranked #54.

Plan A Wealth first reported a position in FNDX in Q1 2025 and has held it in 7 quarters since. 26 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

Plan A Wealth held 23,017 shares of Schwab Fundamental US Large Company Index ETF worth $724K as of Q3 2026.
Plan A Wealth bought 245 Schwab Fundamental US Large Company Index ETF shares in Q3 2026, an estimated $7.85K.
Schwab Fundamental US Large Company Index ETF made up 0.26% of Plan A Wealth's portfolio in Q3 2026, its #54 holding.
Plan A Wealth first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2025 and has held it in 7 quarters since.
26 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.