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

Sanctuary 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 		$2.18M Buy
70,083
+2,845
+4% +$85.9K 0.01% 1008
2026
Q1 		$1.87M Buy
67,238
+6,832
+11% +$194K 0.01% 987
2025
Q4 		$1.64M Sell
60,406
-301
-0.5% -$8.05K 0.01% 1039
2025
Q3 		$1.6M Buy
60,707
+5,070
+9% +$129K 0.01% 1025
2025
Q2 		$1.37M Buy
55,637
+13,980
+34% +$325K 0.01% 1040
2025
Q1 		$984K Buy
41,657
+1,762
+4% +$42.6K 0.01% 1141
2024
Q4 		$989K Sell
39,895
-74,456
-65% -$1.81M 0.01% 1266
2024
Q3 		$946K Buy
+114,351
New +$2.63M 0.01% 1275

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ML
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
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sanctuary Advisors's FNDX Position: Q2 2026 in Review

Sanctuary Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 4.2% in Q2 2026, buying an estimated $85.9K and bringing the position to 70,083 shares worth $2.18M. The position accounts for 0.01% of the portfolio, ranked #1008.

Sanctuary Advisors first reported a position in FNDX in Q3 2024 and has held it in 8 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Sanctuary Advisors held 70,083 shares of Schwab Fundamental US Large Company Index ETF worth $2.18M as of Q2 2026.
  • Sanctuary Advisors bought 2,845 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $85.9K.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1008 holding.
  • Sanctuary Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2024 and has held it in 8 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.