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Prime Capital Investment Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Prime Capital Investment 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 		$589K Buy
18,952
+4,094
+28% +$124K 0.01% 652
2026
Q1 		$414K Buy
14,858
+54
+0.4% +$1.53K ﹤0.01% 726
2025
Q4 		$403K Sell
14,804
-935
-6% -$25K ﹤0.01% 715
2025
Q3 		$414K Buy
15,739
+55
+0.4% +$1.4K 0.01% 699
2025
Q2 		$385K Sell
15,684
-6,207
-28% -$144K 0.01% 696
2025
Q1 		$517K Buy
21,891
+6,323
+41% +$153K 0.01% 659
2024
Q4 		$369K Buy
15,568
+61
+0.4% +$1.48K 0.01% 656
2024
Q3 		$371K Buy
15,507
+114
+0.7% +$2.62K 0.01% 670
2024
Q2 		$344K Sell
15,393
-126
-0.8% -$2.78K 0.01% 683
2024
Q1 		$349K Sell
15,519
-1,221
-7% -$26K ﹤0.01% 729
2023
Q4 		$346K Buy
16,740
+2,589
+18% +$49.8K 0.01% 700
2023
Q3 		$264K Buy
14,151
+426
+3% +$8.24K 0.01% 617
2023
Q2 		$263K Buy
+13,725
New +$254K 0.01% 639

Other funds holding FNDX

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
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
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Prime Capital Investment Advisors's FNDX Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 28% in Q2 2026, buying an estimated $124K and bringing the position to 18,952 shares worth $589K. The position accounts for 0.01% of the portfolio, ranked #652.

Prime Capital Investment Advisors first reported a position in FNDX in Q2 2023 and has held it in 13 quarters since. 710 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Prime Capital Investment Advisors held 18,952 shares of Schwab Fundamental US Large Company Index ETF worth $589K as of Q2 2026.
  • Prime Capital Investment Advisors bought 4,094 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $124K.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #652 holding.
  • Prime Capital Investment Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2023 and has held it in 13 quarters since.
  • 710 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.