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Prospera Financial Services’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Prospera Financial Services’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 		$4.53M Buy
145,745
+34,536
+31% +$1.04M 0.07% 304
2026
Q1 		$3.1M Sell
111,209
-3,722
-3% -$105K 0.05% 384
2025
Q4 		$3.13M Buy
114,931
+102
+0.1% +$2.73K 0.05% 359
2025
Q3 		$3.02M Buy
114,829
+566
+0.5% +$14.4K 0.05% 366
2025
Q2 		$2.8M Buy
114,263
+10,291
+10% +$239K 0.05% 365
2025
Q1 		$2.45M Sell
103,972
-87
-0.1% -$2.1K 0.06% 346
2024
Q4 		$2.46M Buy
104,059
+1,549
+2% +$37.6K 0.06% 325
2024
Q3 		$2.45M Buy
102,510
+8,748
+9% +$201K 0.06% 299
2024
Q2 		$2.09M Buy
93,762
+3,684
+4% +$81.2K 0.06% 329
2024
Q1 		$2.02M Sell
90,078
-5,979
-6% -$127K 0.06% 326
2023
Q4 		$1.98M Buy
96,057
+6,693
+7% +$129K 0.07% 305
2023
Q3 		$1.67M Sell
89,364
-99
-0.1% -$1.92K 0.06% 300
2023
Q2 		$1.72M Sell
89,463
-18,168
-17% -$336K 0.07% 291
2023
Q1 		$1.97M Buy
107,631
+411
+0.4% +$7.54K 0.08% 275
2022
Q4 		$1.91M Sell
107,220
-3,546
-3% -$62.7K 0.1% 237
2022
Q3 		$1.76M Sell
110,766
-19,404
-15% -$342K 0.09% 253
2022
Q2 		$2.21M Sell
130,170
-168
-0.1% -$3.09K 0.11% 226
2022
Q1 		$2.54M Buy
130,338
+14,643
+13% +$282K 0.11% 231
2021
Q4 		$2.26M Buy
115,695
+55,464
+92% +$1.05M 0.1% 245
2021
Q3 		$1.08M Buy
60,231
+44,580
+285% +$818K 0.05% 344
2021
Q2 		$286K Buy
+15,651
New +$283K 0.01% 672

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

Prospera Financial Services's FNDX Position: Q2 2026 in Review

Prospera Financial Services increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 31% in Q2 2026, buying an estimated $1.04M and bringing the position to 145,745 shares worth $4.53M. The position accounts for 0.07% of the portfolio, ranked #304.

Prospera Financial Services first reported a position in FNDX in Q2 2021 and has held it in 21 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Prospera Financial Services held 145,745 shares of Schwab Fundamental US Large Company Index ETF worth $4.53M as of Q2 2026.
  • Prospera Financial Services bought 34,536 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $1.04M.
  • Schwab Fundamental US Large Company Index ETF made up 0.07% of Prospera Financial Services's portfolio in Q2 2026, its #304 holding.
  • Prospera Financial Services first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2021 and has held it in 21 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.