SFA
FNDX icon

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

Sequoia 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
Q2 		$5.11M Buy
164,436
+5,201
+3% +$157K 0.03% 351
2026
Q1 		$4.43M Buy
159,235
+5,476
+4% +$155K 0.02% 348
2025
Q4 		$4.18M Buy
153,759
+4,282
+3% +$115K 0.02% 361
2025
Q3 		$3.93M Buy
149,477
+19,641
+15% +$499K 0.02% 351
2025
Q2 		$3.19M Sell
129,836
-2,208
-2% -$51.4K 0.02% 370
2025
Q1 		$3.12M Buy
132,044
+13,169
+11% +$318K 0.02% 348
2024
Q4 		$2.81M Buy
118,875
+249
+0.2% +$6.04K 0.03% 338
2024
Q3 		$2.84M Buy
118,626
+26,634
+29% +$613K 0.03% 301
2024
Q2 		$2.05M Buy
91,992
+897
+1% +$19.8K 0.02% 319
2024
Q1 		$2.05M Sell
91,095
-3,663
-4% -$77.9K 0.03% 320
2023
Q4 		$1.96M Buy
94,758
+20,898
+28% +$402K 0.02% 354
2023
Q3 		$1.38M Sell
73,860
-36
-0% -$696 0.02% 281
2023
Q2 		$1.42M Buy
73,896
+50,055
+210% +$925K 0.02% 289
2023
Q1 		$436K Buy
23,841
+11,061
+87% +$203K 0.01% 505
2022
Q4 		$228K Buy
+12,780
New +$226K 0.01% 687
2022
Q3 		– Sell
-14,139
Closed -$240K – 557
2022
Q2 		$240K Buy
+14,139
New +$260K 0.01% 500

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ML
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sequoia Financial Advisors's FNDX Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 3.3% in Q2 2026, buying an estimated $157K and bringing the position to 164,436 shares worth $5.11M. The position accounts for 0.03% of the portfolio, ranked #351.

Sequoia Financial Advisors first reported a position in FNDX in Q2 2022 and has held it in 16 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Sequoia Financial Advisors held 164,436 shares of Schwab Fundamental US Large Company Index ETF worth $5.11M as of Q2 2026.
  • Sequoia Financial Advisors bought 5,201 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $157K.
  • Schwab Fundamental US Large Company Index ETF made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #351 holding.
  • Sequoia Financial Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2022 and has held it in 16 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.