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

Reston 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	$64.9M	Sell	2,329,590 -51,204	-2%	-$1.45M	19.88%	1
2025 Q4	$64.8M	Buy	2,380,794 +34,492	+1%	+$923K	19.82%	2
2025 Q3	$61.7M	Buy	2,346,302 +56,618	+2%	+$1.44M	19.92%	2
2025 Q2	$56.2M	Buy	2,289,684 +113,253	+5%	+$2.64M	19.69%	2
2025 Q1	$51.4M	Buy	2,176,431 +89,935	+4%	+$2.17M	20.77%	1
2024 Q4	$49.4M	Buy	2,086,496 +64,250	+3%	+$1.56M	18.37%	2
2024 Q3	$48.4M	Buy	2,022,246 +57,717	+3%	+$1.33M	17.51%	2
2024 Q2	$43.9M	Buy	1,964,529 +9,522	+0.5%	+$210K	17.54%	2
2024 Q1	$43.9M	Buy	1,955,007 +46,974	+2%	+$999K	17.83%	2
2023 Q4	$39.4M	Sell	1,908,033 -17,676	-0.9%	-$340K	18.03%	2
2023 Q3	$35.9M	Buy	1,925,709 +121,008	+7%	+$2.34M	18.14%	2
2023 Q2	$34.6M	Buy	1,804,701 +42,366	+2%	+$783K	16.48%	2
2023 Q1	$32.3M	Buy	1,762,335 +50,307	+3%	+$923K	16.87%	1
2022 Q4	$30.5M	Buy	1,712,028 +1,285,956	+302%	+$22.8M	16.85%	1
2022 Q3	$6.78M	Buy	426,072 +12,780	+3%	+$226K	4.04%	6
2022 Q2	$7.01M	Buy	413,292 +6,198	+2%	+$114K	3.91%	5
2022 Q1	$7.94M	Sell	407,094 -1,515	-0.4%	-$29.2K	4.07%	6
2021 Q4	$7.98M	Buy	408,609 +22,134	+6%	+$420K	3.87%	5
2021 Q3	$6.95M	Buy	386,475 +2,607	+0.7%	+$47.9K	3.62%	8
2021 Q2	$7M	Buy	383,868 +4,659	+1%	+$84.3K	3.5%	8
2021 Q1	$6.53M	Sell	379,209 -3,861	-1%	-$62.9K	3.42%	5
2020 Q4	$5.78M	Buy	383,070 +7,464	+2%	+$105K	3.28%	6
2020 Q3	$4.85M	Sell	375,606 -10,773	-3%	-$140K	3.12%	8
2020 Q2	$4.75M	Sell	386,379 -15,366	-4%	-$181K	3.26%	8
2020 Q1	$4.2M	Buy	401,745 +4,893	+1%	+$63.8K	3.37%	8
2019 Q4	$5.65M	Buy	396,852 +7,416	+2%	+$101K	4.51%	6
2019 Q3	$5.13M	Sell	389,436 -18,015	-4%	-$235K	4.59%	7
2019 Q2	$5.31M	Buy	407,451 +8,769	+2%	+$112K	4.17%	9
2019 Q1	$5.18M	Sell	398,682 -19,176	-5%	-$236K	4.15%	9
2018 Q4	$4.73M	Buy	+417,858	New	+$5.15M	4.51%	7

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

Reston Wealth Management's FNDX Position: Q1 2026 in Review

Reston Wealth Management reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 2.2% in Q1 2026, selling an estimated $1.45M and leaving 2,329,590 shares worth $64.9M. The position accounts for 19.88% of the portfolio, ranked #1.

Reston Wealth Management first reported a position in FNDX in Q4 2018 and has held it in 30 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

Reston Wealth Management held 2,329,590 shares of Schwab Fundamental US Large Company Index ETF worth $64.9M as of Q1 2026.
Reston Wealth Management sold 51,204 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $1.45M.
Schwab Fundamental US Large Company Index ETF made up 19.88% of Reston Wealth Management's portfolio in Q1 2026, its #1 holding.
Reston Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2018 and has held it in 30 quarters since.
776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Reston Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.