Regal Investment Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Regal Investment 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 Q1	$534K	Buy	19,175 +1,059	+6%	+$30K	0.03%	414
2025 Q4	$493K	Buy	18,116 +823	+5%	+$22K	0.03%	427
2025 Q3	$455K	Hold	17,293	–	–	0.03%	395
2025 Q2	$424K	Sell	17,293 -5,348	-24%	-$124K	0.03%	360
2025 Q1	$535K	Buy	22,641 +59	+0.3%	+$1.43K	0.04%	314
2024 Q4	$535K	Buy	22,582 +382	+2%	+$9.26K	0.04%	313
2024 Q3	$531K	Hold	22,200	–	–	0.04%	346
2024 Q2	$496K	Buy	22,200 +138	+0.6%	+$3.04K	0.03%	363
2024 Q1	$496K	Buy	22,062 +8,100	+58%	+$172K	0.03%	367
2023 Q4	$288K	Buy	+13,962	New	+$269K	0.02%	427
2022 Q2	–	Sell	-12,189	Closed	-$238K	–	515
2022 Q1	$238K	Buy	+12,189	New	+$235K	0.02%	464

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

Regal Investment Advisors's FNDX Position: Q1 2026 in Review

Regal Investment Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 5.8% in Q1 2026, buying an estimated $30K and bringing the position to 19,175 shares worth $534K. The position accounts for 0.03% of the portfolio, ranked #414.

Regal Investment Advisors first reported a position in FNDX in Q1 2022 and has held it in 11 quarters since. The position peaked at $535K in Q4 2024. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

Regal Investment Advisors held 19,175 shares of Schwab Fundamental US Large Company Index ETF worth $534K as of Q1 2026.
Regal Investment Advisors bought 1,059 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $30K.
Schwab Fundamental US Large Company Index ETF made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #414 holding.
Regal Investment Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2022 and has held it in 11 quarters since.
Regal Investment Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $535K in Q4 2024.
776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.