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Plante Moran Financial Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Plante Moran Financial Advisors’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 		$531K Buy
17,085
+7,231
+73% +$218K 0.02% 92
2026
Q1 		$274K Sell
9,854
-492
-5% -$13.9K 0.02% 133
2025
Q4 		$282K Buy
10,346
+4,493
+77% +$120K 0.02% 136
2025
Q3 		$154K Hold
5,853
– – 0.01% 188
2025
Q2 		$144K Sell
5,853
-1,833
-24% -$42.6K 0.01% 193
2025
Q1 		$181K Hold
7,686
– – 0.02% 178
2024
Q4 		$182K Hold
7,686
– – 0.02% 185
2024
Q3 		$184K Hold
7,686
– – 0.02% 189
2024
Q2 		$172K Sell
7,686
-330
-4% -$7.28K 0.02% 183
2024
Q1 		$180K Buy
8,016
+330
+4% +$7.01K 0.02% 180
2023
Q4 		$159K Buy
7,686
+1,833
+31% +$35.3K 0.02% 198
2023
Q3 		$109K Buy
5,853
+492
+9% +$9.52K 0.01% 218
2023
Q2 		$103K Hold
5,361
– – 0.01% 232
2023
Q1 		$98.1K Sell
5,361
-5,823
-52% -$107K 0.01% 230
2022
Q4 		$199K Buy
11,184
+5,094
+84% +$90.1K 0.03% 156
2022
Q3 		$97K Buy
6,090
+5,601
+1,145% +$98.8K 0.02% 216
2022
Q2 		$8K Sell
489
-1,797
-79% -$33.1K ﹤0.01% 647
2022
Q1 		$45K Buy
2,286
+1,095
+92% +$21.1K 0.01% 351
2021
Q4 		$23K Hold
1,191
– – ﹤0.01% 521
2021
Q3 		$21K Buy
1,191
+57
+5% +$1.05K ﹤0.01% 550
2021
Q2 		$21K Hold
1,134
– – 0.01% 548
2021
Q1 		$20K Buy
+1,134
New +$18.5K 0.01% 537
2019
Q1 		– Sell
-426
Closed -$5K – 834
2018
Q4 		$5K Sell
426
-4,749
-92% -$58.6K ﹤0.01% 598
2018
Q3 		$68K Hold
5,175
– – 0.02% 256
2018
Q2 		$64K Sell
5,175
-2,550
-33% -$31.7K 0.03% 288
2018
Q1 		$94K Hold
7,725
– – 0.05% 242
2017
Q4 		$96K Hold
7,725
– – 0.05% 232
2017
Q3 		$91K Buy
+7,725
New +$88.3K 0.05% 215

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

Plante Moran Financial Advisors's FNDX Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 73% in Q2 2026, buying an estimated $218K and bringing the position to 17,085 shares worth $531K. The position accounts for 0.02% of the portfolio, ranked #92.

Plante Moran Financial Advisors first reported a position in FNDX in Q3 2017 and has held it in 28 quarters since. 836 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Plante Moran Financial Advisors held 17,085 shares of Schwab Fundamental US Large Company Index ETF worth $531K as of Q2 2026.
  • Plante Moran Financial Advisors bought 7,231 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $218K.
  • Schwab Fundamental US Large Company Index ETF made up 0.02% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #92 holding.
  • Plante Moran Financial Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2017 and has held it in 28 quarters since.
  • 836 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.