Scheeler Financial’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Scheeler Financial’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	$234K	Buy	+7,425	New	+$238K	0.18%	57

Other funds holding FNDX

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Reston Wealth Management Reston, Virginia $369M AUM 15% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Scheeler Financial's FNDX Position: Q3 2026 in Review

Scheeler Financial opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2026: 7,425 shares worth $234K. The stake represents 0.18% of the portfolio and ranks #57 among its holdings.

374 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

Scheeler Financial held 7,425 shares of Schwab Fundamental US Large Company Index ETF worth $234K as of Q3 2026.
Schwab Fundamental US Large Company Index ETF was a new Scheeler Financial position in Q3 2026.
Schwab Fundamental US Large Company Index ETF made up 0.18% of Scheeler Financial's portfolio in Q3 2026, its #57 holding.
374 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Scheeler Financial's 13F filing for Q3 2026, filed 13 Oct 2026.