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Private Wealth Management Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Private Wealth Management Group’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 		$58.7K Hold
1,888
– – 0.01% 223
2026
Q1 		$52.6K Hold
1,888
– – 0.01% 187
2025
Q4 		$51.4K Sell
1,888
-837
-31% -$22.4K 0.01% 192
2025
Q3 		$71.7K Buy
2,725
+1,181
+76% +$30K 0.02% 149
2025
Q2 		$37.9K Sell
1,544
-1,042
-40% -$24.2K 0.01% 203
2025
Q1 		$61.1K Buy
+2,586
New +$62.5K 0.02% 148

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

Private Wealth Management Group's FNDX Position: Q2 2026 in Review

Private Wealth Management Group held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 1,888 shares worth $58.7K. The position accounts for 0.01% of the portfolio, ranked #223.

Private Wealth Management Group first reported a position in FNDX in Q1 2025 and has held it in 6 quarters since. The position peaked at $71.7K in Q3 2025. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Private Wealth Management Group held 1,888 shares of Schwab Fundamental US Large Company Index ETF worth $58.7K as of Q2 2026.
  • Private Wealth Management Group left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #223 holding.
  • Private Wealth Management Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Management Group's Schwab Fundamental US Large Company Index ETF position peaked at $71.7K in Q3 2025.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.