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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

KHC

Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return

KCPG

Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

RCM

Richardson Capital Management Menomonee Falls, Wisconsin $234M AUM 22.66% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 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. 192 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.
192 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.