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

Prosperity Capital 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	$218K	Buy	+7,009	New	+$212K	0.01%	400
2025 Q4	–	Sell	-12,614	Closed	-$332K	–	405
2025 Q3	$332K	Sell	12,614 -14,751	-54%	-$375K	0.02%	334
2025 Q2	$672K	Buy	27,365 +546	+2%	+$12.7K	0.04%	218
2025 Q1	$633K	Sell	26,819 -6,152	-19%	-$149K	0.05%	207
2024 Q4	$781K	Buy	32,971 +4,240	+15%	+$103K	0.06%	182
2024 Q3	$687K	Buy	28,731 +5,385	+23%	+$124K	0.06%	189
2024 Q2	$521K	Buy	23,346 +6,048	+35%	+$133K	0.06%	194
2024 Q1	$389K	Buy	17,298 +2,469	+17%	+$52.5K	0.05%	230
2023 Q4	$306K	Buy	+14,829	New	+$285K	0.03%	196

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 22.9% 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

Prosperity Capital Advisors's FNDX Position: Q2 2026 in Review

Prosperity Capital Advisors opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 7,009 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #400 among its holdings. This is a return to the name: Prosperity Capital Advisors previously reported a position in FNDX as recently as Q3 2025.

Prosperity Capital Advisors first reported a position in FNDX in Q4 2023 and has held it in 9 quarters since. The position peaked at $781K in Q4 2024. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Prosperity Capital Advisors held 7,009 shares of Schwab Fundamental US Large Company Index ETF worth $218K as of Q2 2026.
Schwab Fundamental US Large Company Index ETF was a new Prosperity Capital Advisors position in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up 0.01% of Prosperity Capital Advisors's portfolio in Q2 2026, its #400 holding.
Prosperity Capital Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 9 quarters since.
Prosperity Capital Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $781K in Q4 2024.
840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.