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

Quadrant Private Wealth Management’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 Q1	$296K	Hold	10,630	–	–	0.05%	231
2025 Q4	$289K	Buy	10,630 +90	+0.9%	+$2.41K	0.05%	219
2025 Q3	$277K	Hold	10,540	–	–	0.05%	213
2025 Q2	$259K	Buy	+10,540	New	+$245K	0.05%	213

Other funds holding FNDX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Quadrant Private Wealth Management's FNDX Position: Q1 2026 in Review

Quadrant Private Wealth Management held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q1 2026 at 10,630 shares worth $296K. The position accounts for 0.05% of the portfolio, ranked #231.

Quadrant Private Wealth Management first reported a position in FNDX in Q2 2025 and has held it in 4 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

Quadrant Private Wealth Management held 10,630 shares of Schwab Fundamental US Large Company Index ETF worth $296K as of Q1 2026.
Quadrant Private Wealth Management left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q1 2026.
Schwab Fundamental US Large Company Index ETF made up 0.05% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #231 holding.
Quadrant Private Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2025 and has held it in 4 quarters since.
776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.