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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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
ML
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return

Root Financial Partners's FNDX Position: Q1 2026 in Review

Root Financial Partners reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 18% in Q1 2026, selling an estimated $78K and leaving 12,698 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #220.

Root Financial Partners first reported a position in FNDX in Q1 2025 and has held it in 5 quarters since. The position peaked at $420K in Q4 2025. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Root Financial Partners held 12,698 shares of Schwab Fundamental US Large Company Index ETF worth $354K as of Q1 2026.
  • Root Financial Partners sold 2,751 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $78K.
  • Schwab Fundamental US Large Company Index ETF made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #220 holding.
  • Root Financial Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Schwab Fundamental US Large Company Index ETF position peaked at $420K in Q4 2025.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.