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

Savvy Advisors Inc’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 		$3.03M Buy
108,898
+1,054
+1% +$29.9K 0.08% 190
2025
Q4 		$2.93M Sell
107,844
-11,016
-9% -$295K 0.09% 162
2025
Q3 		$3.13M Sell
118,860
-5,329
-4% -$135K 0.14% 104
2025
Q2 		$3.05M Buy
124,189
+11,394
+10% +$265K 0.2% 74
2025
Q1 		$2.66M Buy
112,795
+1,629
+1% +$39.4K 0.27% 67
2024
Q4 		$2.63M Buy
111,166
+17,326
+18% +$420K 0.32% 57
2024
Q3 		$2.24M Buy
93,840
+6,141
+7% +$141K 0.46% 40
2024
Q2 		$1.96M Buy
87,699
+19,317
+28% +$426K 0.64% 33
2024
Q1 		$1.54M Buy
68,382
+45,162
+194% +$960K 0.89% 21
2023
Q4 		$479K Buy
+23,220
New +$447K 0.47% 64

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

Savvy Advisors Inc's FNDX Position: Q1 2026 in Review

Savvy Advisors Inc increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.98% in Q1 2026, buying an estimated $29.9K and bringing the position to 108,898 shares worth $3.03M. The position accounts for 0.08% of the portfolio, ranked #190.

Savvy Advisors Inc first reported a position in FNDX in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.13M in Q3 2025. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Savvy Advisors Inc held 108,898 shares of Schwab Fundamental US Large Company Index ETF worth $3.03M as of Q1 2026.
  • Savvy Advisors Inc bought 1,054 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $29.9K.
  • Schwab Fundamental US Large Company Index ETF made up 0.08% of Savvy Advisors Inc's portfolio in Q1 2026, its #190 holding.
  • Savvy Advisors Inc first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 10 quarters since.
  • Savvy Advisors Inc's Schwab Fundamental US Large Company Index ETF position peaked at $3.13M in Q3 2025.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.