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Sage Financial Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Sage Financial Group’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 		$1.14M Hold
36,808
– – 0.06% 57
2026
Q1 		$1.03M Hold
36,808
– – 0.07% 55
2025
Q4 		$1M Hold
36,808
– – 0.07% 53
2025
Q3 		$968K Buy
36,808
+583
+2% +$14.8K 0.07% 52
2025
Q2 		$889K Sell
36,225
-510
-1% -$11.9K 0.07% 51
2025
Q1 		$867K Buy
36,735
+60
+0.2% +$1.45K 0.07% 51
2024
Q4 		$868K Sell
36,675
-303
-0.8% -$7.35K 0.07% 50
2024
Q3 		$885K Buy
36,978
+96
+0.3% +$2.21K 0.07% 52
2024
Q2 		$823K Buy
36,882
+2,715
+8% +$59.9K 0.07% 53
2024
Q1 		$768K Hold
34,167
– – 0.07% 53
2023
Q4 		$705K Hold
34,167
– – 0.07% 56
2023
Q3 		$637K Buy
34,167
+19,863
+139% +$384K 0.07% 52
2023
Q2 		$274K Buy
+14,304
New +$264K 0.03% 87

Other funds holding FNDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
RCM
Richardson Capital Management Menomonee Falls, Wisconsin $234M AUM 22.66% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Sage Financial Group's FNDX Position: Q2 2026 in Review

Sage Financial Group held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 36,808 shares worth $1.14M. The position accounts for 0.06% of the portfolio, ranked #57.

Sage Financial Group first reported a position in FNDX in Q2 2023 and has held it in 13 quarters since. 192 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Sage Financial Group held 36,808 shares of Schwab Fundamental US Large Company Index ETF worth $1.14M as of Q2 2026.
  • Sage Financial Group left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.06% of Sage Financial Group's portfolio in Q2 2026, its #57 holding.
  • Sage Financial Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2023 and has held it in 13 quarters since.
  • 192 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.