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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
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

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

Sheets Smith Wealth Management's FNDX Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 5.2% in Q2 2026, buying an estimated $101K and bringing the position to 68,427 shares worth $2.13M. The position accounts for 0.21% of the portfolio, ranked #99.

Sheets Smith Wealth Management first reported a position in FNDX in Q4 2021 and has held it in 19 quarters since. 836 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Sheets Smith Wealth Management held 68,427 shares of Schwab Fundamental US Large Company Index ETF worth $2.13M as of Q2 2026.
  • Sheets Smith Wealth Management bought 3,355 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $101K.
  • Schwab Fundamental US Large Company Index ETF made up 0.21% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #99 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 19 quarters since.
  • 836 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.