Root Financial Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Root Financial Partners’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	$1.36M	Buy	43,793 +31,095	+245%	+$938K	0.05%	97
2026 Q1	$354K	Sell	12,698 -2,751	-18%	-$78K	0.02%	220
2025 Q4	$420K	Buy	15,449 +6,824	+79%	+$183K	0.02%	186
2025 Q3	$227K	Sell	8,625 -405	-4%	-$10.3K	0.01%	259
2025 Q2	$222K	Buy	9,030 +58	+0.6%	+$1.35K	0.02%	233
2025 Q1	$212K	Buy	+8,972	New	+$217K	0.02%	197

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Root Financial Partners's FNDX Position: Q2 2026 in Review

Root Financial Partners increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 245% in Q2 2026, buying an estimated $938K and bringing the position to 43,793 shares worth $1.36M. The position accounts for 0.05% of the portfolio, ranked #97.

Root Financial Partners first reported a position in FNDX in Q1 2025 and has held it in 6 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Root Financial Partners held 43,793 shares of Schwab Fundamental US Large Company Index ETF worth $1.36M as of Q2 2026.
Root Financial Partners bought 31,095 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $938K.
Schwab Fundamental US Large Company Index ETF made up 0.05% of Root Financial Partners's portfolio in Q2 2026, its #97 holding.
Root Financial Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2025 and has held it in 6 quarters since.
839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.