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

Sax Wealth 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	$2.92M	Buy	104,729 +506	+0.5%	+$15.3K	0.12%	122
2026 Q1	$2.84M	Hold	104,223	–	–	0.14%	97
2025 Q4	$2.84M	Buy	104,223 +94,125	+932%	+$2.52M	0.13%	98
2025 Q3	$266K	Hold	10,098	–	–	0.01%	372
2025 Q2	$248K	Sell	10,098 -30	-0.3%	-$698	0.02%	374
2025 Q1	$239K	Buy	+10,128	New	+$245K	0.02%	324

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 22.9% 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

Sax Wealth Advisors's FNDX Position: Q2 2026 in Review

Sax Wealth Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.49% in Q2 2026, buying an estimated $15.3K and bringing the position to 104,729 shares worth $2.92M. The position accounts for 0.12% of the portfolio, ranked #122.

Sax Wealth Advisors first reported a position in FNDX in Q1 2025 and has held it in 6 quarters since. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Sax Wealth Advisors held 104,729 shares of Schwab Fundamental US Large Company Index ETF worth $2.92M as of Q2 2026.
Sax Wealth Advisors bought 506 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $15.3K.
Schwab Fundamental US Large Company Index ETF made up 0.12% of Sax Wealth Advisors's portfolio in Q2 2026, its #122 holding.
Sax Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2025 and has held it in 6 quarters since.
840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.