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 Q3	$1.39M	Buy	44,101 +308	+0.7%	+$9.9K	0.05%	102
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

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

Reston Wealth Management Reston, Virginia $369M AUM 15% 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

Root Financial Partners's FNDX Position: Q3 2026 in Review

Root Financial Partners increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.7% in Q3 2026, buying an estimated $9.9K and bringing the position to 44,101 shares worth $1.39M. The position accounts for 0.05% of the portfolio, ranked #102.

Root Financial Partners first reported a position in FNDX in Q1 2025 and has held it in 7 quarters since. 374 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

Root Financial Partners held 44,101 shares of Schwab Fundamental US Large Company Index ETF worth $1.39M as of Q3 2026.
Root Financial Partners bought 308 Schwab Fundamental US Large Company Index ETF shares in Q3 2026, an estimated $9.9K.
Schwab Fundamental US Large Company Index ETF made up 0.05% of Root Financial Partners's portfolio in Q3 2026, its #102 holding.
Root Financial Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2025 and has held it in 7 quarters since.
374 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.