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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
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

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 $27.4B AUM 24.17% 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 $2.41B AUM 16.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sage Financial Group's FNDX Position: Q1 2026 in Review

Sage Financial Group held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q1 2026 at 36,808 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #55.

Sage Financial Group first reported a position in FNDX in Q2 2023 and has held it in 12 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Sage Financial Group held 36,808 shares of Schwab Fundamental US Large Company Index ETF worth $1.03M as of Q1 2026.
  • Sage Financial Group left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q1 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.07% of Sage Financial Group's portfolio in Q1 2026, its #55 holding.
  • Sage Financial Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2023 and has held it in 12 quarters since.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Sage Financial Group's 13F filing for Q1 2026, filed 7 May 2026.