SSWM
FNDX icon

Sheets Smith Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Sheets Smith Wealth Management’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 		$2.13M Sell
67,590
-837
-1% -$26.8K 0.22% 101
2026
Q2 		$2.13M Buy
68,427
+3,355
+5% +$101K 0.21% 99
2026
Q1 		$1.81M Buy
65,072
+5,985
+10% +$170K 0.2% 109
2025
Q4 		$1.61M Buy
59,087
+2,195
+4% +$58.7K 0.18% 119
2025
Q3 		$1.5M Sell
56,892
-37
-0.1% -$939 0.17% 128
2025
Q2 		$1.4M Buy
56,929
+3,775
+7% +$87.8K 0.16% 125
2025
Q1 		$1.25M Buy
53,154
+10,941
+26% +$264K 0.16% 129
2024
Q4 		$1,000K Buy
42,213
+2,571
+6% +$62.3K 0.12% 157
2024
Q3 		$948K Sell
39,642
-33
-0.1% -$759 0.12% 161
2024
Q2 		$886K Buy
39,675
+2,754
+7% +$60.7K 0.11% 170
2024
Q1 		$829K Buy
36,921
+147
+0.4% +$3.13K 0.09% 178
2023
Q4 		$759K Sell
36,774
-852
-2% -$16.4K 0.11% 163
2023
Q3 		$702K Sell
37,626
-885
-2% -$17.1K 0.11% 164
2023
Q2 		$739K Buy
38,511
+2,706
+8% +$50K 0.11% 165
2023
Q1 		$655K Buy
35,805
+459
+1% +$8.42K 0.1% 177
2022
Q4 		$630K Sell
35,346
-1,389
-4% -$24.6K 0.1% 172
2022
Q3 		$585K Buy
36,735
+2,781
+8% +$49.1K 0.1% 174
2022
Q2 		$576K Buy
33,954
+22,704
+202% +$418K 0.09% 166
2022
Q1 		$219K Sell
11,250
-9,612
-46% -$185K 0.03% 327
2021
Q4 		$408K Buy
+20,862
New +$396K 0.05% 257

Other funds holding FNDX

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
ES
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Sheets Smith Wealth Management's FNDX Position: Q3 2026 in Review

Sheets Smith Wealth Management reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.2% in Q3 2026, selling an estimated $26.8K and leaving 67,590 shares worth $2.13M. The position accounts for 0.22% of the portfolio, ranked #101.

Sheets Smith Wealth Management first reported a position in FNDX in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.13M in Q2 2026. 149 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

  • Sheets Smith Wealth Management held 67,590 shares of Schwab Fundamental US Large Company Index ETF worth $2.13M as of Q3 2026.
  • Sheets Smith Wealth Management sold 837 Schwab Fundamental US Large Company Index ETF shares in Q3 2026, an estimated $26.8K.
  • Schwab Fundamental US Large Company Index ETF made up 0.22% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #101 holding.
  • Sheets Smith Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and has held it in 20 quarters since.
  • Sheets Smith Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $2.13M in Q2 2026.
  • 149 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.