SWIM
FNDX icon

Smallwood Wealth Investment Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Smallwood Wealth Investment 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 		$19.3K Sell
622
-23
-4% -$694 0.01% 281
2026
Q1 		$18K Hold
645
– – 0.01% 270
2025
Q4 		$17.6K Hold
645
– – 0.01% 267
2025
Q3 		$17K Hold
645
– – 0.01% 277
2025
Q2 		$15.8K Hold
645
– – 0.01% 273
2025
Q1 		$15.2K Buy
+645
New +$15.6K 0.01% 280

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
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 22.94% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Smallwood Wealth Investment Management's FNDX Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 3.6% in Q2 2026, selling an estimated $694 and leaving 622 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #281.

Smallwood Wealth Investment Management first reported a position in FNDX in Q1 2025 and has held it in 6 quarters since. 456 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Smallwood Wealth Investment Management held 622 shares of Schwab Fundamental US Large Company Index ETF worth $19.3K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 23 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $694.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #281 holding.
  • Smallwood Wealth Investment Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 456 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.