Sage Mountain Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Sage Mountain Advisors’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	$15K	Buy	+483	New	+$14.6K	﹤0.01%	289
2024 Q1	–	Sell	-240	Closed	-$4.96K	–	413
2023 Q4	$4.96K	Hold	240	–	–	﹤0.01%	343
2023 Q3	$4.48K	Hold	240	–	–	﹤0.01%	344
2023 Q2	$4.61K	Buy	+240	New	+$4.43K	﹤0.01%	337
2022 Q1	–	Sell	-1,017	Closed	-$20K	–	650
2021 Q4	$20K	Buy	+1,017	New	+$19.3K	﹤0.01%	649

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

Sage Mountain Advisors's FNDX Position: Q2 2026 in Review

Sage Mountain Advisors opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 483 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #289 among its holdings. This is a return to the name: Sage Mountain Advisors previously reported a position in FNDX as recently as Q4 2023.

Sage Mountain Advisors first reported a position in FNDX in Q4 2021 and has held it in 5 quarters since. The position peaked at $20K in Q4 2021. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Sage Mountain Advisors held 483 shares of Schwab Fundamental US Large Company Index ETF worth $15K as of Q2 2026.
Schwab Fundamental US Large Company Index ETF was a new Sage Mountain Advisors position in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #289 holding.
Sage Mountain Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and has held it in 5 quarters since.
Sage Mountain Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $20K in Q4 2021.
839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.