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SC&H Financial Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

SC&H Financial 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
Q3 		$376K Buy
11,937
+45
+0.4% +$1.44K 0.05% 104
2026
Q2 		$370K Buy
11,892
+45
+0.4% +$1.36K 0.05% 113
2026
Q1 		$330K Buy
11,847
+48
+0.4% +$1.36K 0.05% 116
2025
Q4 		$321K Buy
11,799
+52
+0.4% +$1.39K 0.05% 119
2025
Q3 		$309K Buy
11,747
+49
+0.4% +$1.24K 0.05% 118
2025
Q2 		$287K Buy
11,698
+905
+8% +$21.1K 0.05% 119
2025
Q1 		$255K Sell
10,793
-1,178
-10% -$28.5K 0.05% 128
2024
Q4 		$283K Buy
11,971
+1,276
+12% +$30.9K 0.06% 118
2024
Q3 		$256K Buy
10,695
+96
+0.9% +$2.21K 0.06% 133
2024
Q2 		$237K Hold
10,599
– – 0.06% 131
2024
Q1 		$238K Buy
10,599
+45
+0.4% +$957 0.06% 128
2023
Q4 		$218K Buy
+10,554
New +$203K 0.06% 132
2023
Q3 		– Sell
-10,446
Closed -$200K – 133
2023
Q2 		$200K Buy
+10,446
New +$193K 0.07% 134

Other funds holding FNDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
WFL
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

SC&H Financial Advisors's FNDX Position: Q3 2026 in Review

SC&H Financial Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.38% in Q3 2026, buying an estimated $1.44K and bringing the position to 11,937 shares worth $376K. The position accounts for 0.05% of the portfolio, ranked #104.

SC&H Financial Advisors first reported a position in FNDX in Q2 2023 and has held it in 13 quarters since. 91 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

  • SC&H Financial Advisors held 11,937 shares of Schwab Fundamental US Large Company Index ETF worth $376K as of Q3 2026.
  • SC&H Financial Advisors bought 45 Schwab Fundamental US Large Company Index ETF shares in Q3 2026, an estimated $1.44K.
  • Schwab Fundamental US Large Company Index ETF made up 0.05% of SC&H Financial Advisors's portfolio in Q3 2026, its #104 holding.
  • SC&H Financial Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2023 and has held it in 13 quarters since.
  • 91 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.