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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
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% +$84.3K 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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Reston Wealth Management's FNDX Position: Q2 2026 in Review

Reston Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.6% in Q2 2026, buying an estimated $1.1M and bringing the position to 2,366,034 shares worth $73.6M. The position accounts for 19.83% of the portfolio, ranked #1.

Reston Wealth Management first reported a position in FNDX in Q4 2018 and has held it in 31 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Reston Wealth Management held 2,366,034 shares of Schwab Fundamental US Large Company Index ETF worth $73.6M as of Q2 2026.
  • Reston Wealth Management bought 36,444 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $1.1M.
  • Schwab Fundamental US Large Company Index ETF made up 19.83% of Reston Wealth Management's portfolio in Q2 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 31 quarters since.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Reston Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.