Sigma Planning Corp’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Sigma Planning Corp’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	$973K	Buy	31,293 +2,886	+10%	+$87.1K	0.02%	606
2026 Q1	$791K	Buy	28,407 +1,019	+4%	+$28.9K	0.02%	661
2025 Q4	$745K	Sell	27,388 -10,144	-27%	-$271K	0.02%	641
2025 Q3	$987K	Sell	37,532 -58,298	-61%	-$1.48M	0.03%	536
2025 Q2	$2.35M	Sell	95,830 -1,210	-1%	-$28.2K	0.07%	271
2025 Q1	$2.29M	Buy	97,040 +63,895	+193%	+$1.54M	0.07%	260
2024 Q4	$785K	Buy	33,145 +4,060	+14%	+$98.4K	0.02%	580
2024 Q3	$696K	Sell	29,085 -32,658	-53%	-$751K	0.02%	623
2024 Q2	$1.38M	Buy	61,743 +3,834	+7%	+$84.5K	0.04%	383
2024 Q1	$1.3M	Buy	57,909 +35,931	+163%	+$764K	0.04%	426
2023 Q4	$454K	Sell	21,978 -37,296	-63%	-$717K	0.04%	482
2023 Q3	$1.11M	Buy	59,274 +5,493	+10%	+$106K	0.04%	424
2023 Q2	$1.03M	Sell	53,781 -20,223	-27%	-$374K	0.04%	444
2023 Q1	$1.35M	Sell	74,004 -17,832	-19%	-$327K	0.05%	404
2022 Q4	$1.64M	Sell	91,836 -1,557	-2%	-$27.6K	0.06%	333
2022 Q3	$1.49M	Buy	93,393 +28,983	+45%	+$511K	0.06%	330
2022 Q2	$1.09M	Sell	64,410 -5,139	-7%	-$94.6K	0.04%	431
2022 Q1	$1.36M	Buy	69,549 +11,751	+20%	+$226K	0.04%	428
2021 Q4	$1.13M	Buy	+57,798	New	+$1.1M	0.03%	500

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sigma Planning Corp's FNDX Position: Q2 2026 in Review

Sigma Planning Corp increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 10% in Q2 2026, buying an estimated $87.1K and bringing the position to 31,293 shares worth $973K. The position accounts for 0.02% of the portfolio, ranked #606.

Sigma Planning Corp first reported a position in FNDX in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.35M in Q2 2025. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Sigma Planning Corp held 31,293 shares of Schwab Fundamental US Large Company Index ETF worth $973K as of Q2 2026.
Sigma Planning Corp bought 2,886 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $87.1K.
Schwab Fundamental US Large Company Index ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #606 holding.
Sigma Planning Corp first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and has held it in 19 quarters since.
Sigma Planning Corp's Schwab Fundamental US Large Company Index ETF position peaked at $2.35M in Q2 2025.
839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.