SNS Financial Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

SNS Financial Group’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	$401K	Buy	12,906 +3,354	+35%	+$101K	0.01%	416
2026 Q1	$266K	Hold	9,552	–	–	0.02%	185
2025 Q4	$260K	Buy	9,552 +1,335	+16%	+$35.7K	0.02%	185
2025 Q3	$216K	Hold	8,217	–	–	0.02%	193
2025 Q2	$202K	Buy	+8,217	New	+$191K	0.02%	195
2022 Q2	–	Sell	-11,379	Closed	-$222K	–	211
2022 Q1	$222K	Hold	11,379	–	–	0.02%	193
2021 Q4	$222K	Hold	11,379	–	–	0.02%	206
2021 Q3	$205K	Sell	11,379 -528	-4%	-$9.69K	0.02%	196
2021 Q2	$217K	Sell	11,907 -1,059	-8%	-$19.1K	0.03%	187
2021 Q1	$223K	Buy	+12,966	New	+$211K	0.03%	186
2020 Q4	–	Sell	-15,900	Closed	-$205K	–	215
2020 Q3	$205K	Sell	15,900 -945	-6%	-$12.3K	0.03%	184
2020 Q2	$207K	Buy	+16,845	New	+$199K	0.04%	177
2020 Q1	–	Sell	-15,099	Closed	-$215K	–	210
2019 Q4	$215K	Buy	+15,099	New	+$206K	0.04%	196
2018 Q2	–	Sell	-16,917	Closed	-$205K	–	176
2018 Q1	$205K	Buy	+16,917	New	+$213K	0.06%	152

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

SNS Financial Group's FNDX Position: Q2 2026 in Review

SNS Financial Group increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 35% in Q2 2026, buying an estimated $101K and bringing the position to 12,906 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #416.

SNS Financial Group first reported a position in FNDX in Q1 2018 and has held it in 14 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

SNS Financial Group held 12,906 shares of Schwab Fundamental US Large Company Index ETF worth $401K as of Q2 2026.
SNS Financial Group bought 3,354 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $101K.
Schwab Fundamental US Large Company Index ETF made up 0.01% of SNS Financial Group's portfolio in Q2 2026, its #416 holding.
SNS Financial Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2018 and has held it in 14 quarters since.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.