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 Q3	$74.1M	Sell	2,355,179 -10,855	-0.5%	-$348K	20.09%	2
2026 Q2	$73.6M	Buy	2,366,034 +36,444	+2%	+$1.1M	19.83%	1
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%	+$84.2K	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	$4.74M	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

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

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

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

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

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

Reston Wealth Management reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.46% in Q3 2026, selling an estimated $348K and leaving 2,355,179 shares worth $74.1M. The position accounts for 20.09% of the portfolio, ranked #2.

Reston Wealth Management first reported a position in FNDX in Q4 2018 and has held it in 32 quarters since. 374 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

Reston Wealth Management held 2,355,179 shares of Schwab Fundamental US Large Company Index ETF worth $74.1M as of Q3 2026.
Reston Wealth Management sold 10,855 Schwab Fundamental US Large Company Index ETF shares in Q3 2026, an estimated $348K.
Schwab Fundamental US Large Company Index ETF made up 20.09% of Reston Wealth Management's portfolio in Q3 2026, its #2 holding.
Reston Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2018 and has held it in 32 quarters since.
374 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Reston Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.