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Signature Estate & Investment Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Signature Estate & Investment 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 		$232M Sell
7,473,354
-952,317
-11% -$28.7M 4.18% 5
2026
Q1 		$235M Buy
8,425,671
+396,756
+5% +$11.2M 4.75% 3
2025
Q4 		$218M Buy
8,028,915
+151,765
+2% +$4.06M 4.4% 5
2025
Q3 		$207M Buy
7,877,150
+55,429
+0.7% +$1.41M 4.42% 5
2025
Q2 		$192M Buy
7,821,721
+404,499
+5% +$9.41M 4.42% 5
2025
Q1 		$175M Sell
7,417,222
-2,971,926
-29% -$71.8M 4.61% 4
2024
Q4 		$246M Buy
10,389,148
+799,543
+8% +$19.4M 6.16% 4
2024
Q3 		$229M Buy
9,589,605
+1,505,562
+19% +$34.6M 5.29% 5
2024
Q2 		$180M Buy
8,084,043
+101,244
+1% +$2.23M 4.52% 5
2024
Q1 		$179M Sell
7,982,799
-168,963
-2% -$3.59M 5.07% 6
2023
Q4 		$168M Buy
8,151,762
+268,191
+3% +$5.16M 4.95% 6
2023
Q3 		$147M Buy
7,883,571
+168,975
+2% +$3.27M 4.98% 6
2023
Q2 		$148M Buy
7,714,596
+551,694
+8% +$10.2M 4.91% 6
2023
Q1 		$131M Buy
+7,162,902
New +$131M 4.6% 6

Other funds holding FNDX

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
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
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Signature Estate & Investment Advisors's FNDX Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 11% in Q2 2026, selling an estimated $28.7M and leaving 7,473,354 shares worth $232M. The position accounts for 4.18% of the portfolio, ranked #5.

Signature Estate & Investment Advisors first reported a position in FNDX in Q1 2023 and has held it in 14 quarters since. The position peaked at $246M in Q4 2024. 577 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Signature Estate & Investment Advisors held 7,473,354 shares of Schwab Fundamental US Large Company Index ETF worth $232M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 952,317 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $28.7M.
  • Schwab Fundamental US Large Company Index ETF made up 4.18% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #5 holding.
  • Signature Estate & Investment Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2023 and has held it in 14 quarters since.
  • Signature Estate & Investment Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $246M in Q4 2024.
  • 577 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.