Salomon & Ludwin’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Salomon & Ludwin’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	$22.1K	Sell	710 -37	-5%	-$1.12K	﹤0.01%	1071
2026 Q1	$20.9K	Hold	747	–	–	﹤0.01%	1048
2025 Q4	$20.7K	Hold	747	–	–	﹤0.01%	874
2025 Q3	$19.8K	Sell	747 -1,062	-59%	-$27K	﹤0.01%	823
2025 Q2	$45K	Buy	1,809 +1,062	+142%	+$24.7K	﹤0.01%	277
2025 Q1	$17.6K	Hold	747	–	–	﹤0.01%	383
2024 Q4	$17.7K	Buy	747 +195	+35%	+$4.73K	﹤0.01%	373
2024 Q3	$13.2K	Hold	552	–	–	﹤0.01%	420
2024 Q2	$12.3K	Hold	552	–	–	﹤0.01%	419
2024 Q1	$12.4K	Hold	552	–	–	﹤0.01%	530
2023 Q4	$10.3K	Hold	552	–	–	﹤0.01%	488
2023 Q3	$10.3K	Buy	+552	New	+$10.7K	﹤0.01%	487

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

Salomon & Ludwin's FNDX Position: Q2 2026 in Review

Salomon & Ludwin reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 5% in Q2 2026, selling an estimated $1.12K and leaving 710 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Salomon & Ludwin first reported a position in FNDX in Q3 2023 and has held it in 12 quarters since. The position peaked at $45K in Q2 2025. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Salomon & Ludwin held 710 shares of Schwab Fundamental US Large Company Index ETF worth $22.1K as of Q2 2026.
Salomon & Ludwin sold 37 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $1.12K.
Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1071 holding.
Salomon & Ludwin first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2023 and has held it in 12 quarters since.
Salomon & Ludwin's Schwab Fundamental US Large Company Index ETF position peaked at $45K in Q2 2025.
840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.