Principia Wealth Advisory’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Principia Wealth Advisory’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	$569K	Sell	18,301 -480	-3%	-$14.5K	0.28%	45
2026 Q1	$523K	Sell	18,781 -5,735	-23%	-$163K	0.3%	42
2025 Q4	$667K	Sell	24,516 -6,732	-22%	-$180K	0.42%	40
2025 Q3	$822K	Sell	31,248 -28,555	-48%	-$725K	0.57%	29
2025 Q2	$1.47M	Sell	59,803 -5,696	-9%	-$133K	1.24%	22
2025 Q1	$1.47M	Buy	65,499 +4,469	+7%	+$108K	1.41%	19
2024 Q4	$1.45M	Buy	+61,030	New	+$1.48M	1.36%	20

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principia Wealth Advisory's FNDX Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 2.6% in Q2 2026, selling an estimated $14.5K and leaving 18,301 shares worth $569K. The position accounts for 0.28% of the portfolio, ranked #45.

Principia Wealth Advisory first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.47M in Q1 2025. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Principia Wealth Advisory held 18,301 shares of Schwab Fundamental US Large Company Index ETF worth $569K as of Q2 2026.
Principia Wealth Advisory sold 480 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $14.5K.
Schwab Fundamental US Large Company Index ETF made up 0.28% of Principia Wealth Advisory's portfolio in Q2 2026, its #45 holding.
Principia Wealth Advisory first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Schwab Fundamental US Large Company Index ETF position peaked at $1.47M in Q1 2025.
839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.