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

Quaker 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 Q3	$3.68K	Hold	117	–	–	﹤0.01%	372
2026 Q2	$3.64K	Hold	117	–	–	﹤0.01%	375
2026 Q1	$3.26K	Hold	117	–	–	﹤0.01%	372
2025 Q4	$3.18K	Hold	117	–	–	﹤0.01%	397
2025 Q3	$3.08K	Hold	117	–	–	﹤0.01%	353
2025 Q2	$2.87K	Buy	+117	New	+$2.72K	﹤0.01%	370

Other funds holding FNDX

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Quaker Wealth Management's FNDX Position: Q3 2026 in Review

Quaker Wealth Management held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q3 2026 at 117 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Quaker Wealth Management first reported a position in FNDX in Q2 2025 and has held it in 6 quarters since. 609 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

Quaker Wealth Management held 117 shares of Schwab Fundamental US Large Company Index ETF worth $3.68K as of Q3 2026.
Quaker Wealth Management left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q3 2026.
Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #372 holding.
Quaker Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2025 and has held it in 6 quarters since.
609 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.