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

Spire 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 		$170K Buy
5,454
+16
+0.3% +$483 0.01% 838
2026
Q1 		$151K Buy
5,438
+58
+1% +$1.64K 0.01% 865
2025
Q4 		$146K Buy
5,380
+18
+0.3% +$482 ﹤0.01% 885
2025
Q3 		$141K Buy
5,362
+178
+3% +$4.52K ﹤0.01% 885
2025
Q2 		$127K Sell
5,184
-68,224
-93% -$1.59M ﹤0.01% 889
2025
Q1 		$1.73M Buy
73,408
+3,759
+5% +$90.9K 0.06% 286
2024
Q4 		$1.65M Buy
69,649
+1,750
+3% +$42.4K 0.05% 274
2024
Q3 		$1.62M Sell
67,899
-1,365
-2% -$31.4K 0.05% 275
2024
Q2 		$1.55M Buy
69,264
+168
+0.2% +$3.7K 0.05% 266
2024
Q1 		$1.55M Buy
69,096
+3,141
+5% +$66.8K 0.03% 286
2023
Q4 		$1.36M Buy
65,955
+879
+1% +$16.9K 0.04% 293
2023
Q3 		$1.21M Buy
65,076
+6
+0% +$116 0.05% 292
2023
Q2 		$1.25M Sell
65,070
-5,211
-7% -$96.3K 0.05% 306
2023
Q1 		$1.29M Buy
70,281
+3,525
+5% +$64.7K 0.05% 302
2022
Q4 		$1.19M Buy
66,756
+53,622
+408% +$949K 0.07% 214
2022
Q3 		$209K Sell
13,134
-67,941
-84% -$1.2M 0.01% 523
2022
Q2 		$1.38M Sell
81,075
-143,874
-64% -$2.65M 0.06% 268
2022
Q1 		$4.39M Buy
224,949
+106,764
+90% +$2.06M 0.12% 166
2021
Q4 		$2.35M Buy
118,185
+15,687
+15% +$298K 0.05% 283
2021
Q3 		$1.84M Sell
102,498
-5,022
-5% -$92.2K 0.05% 296
2021
Q2 		$1.96M Buy
107,520
+11,124
+12% +$201K 0.05% 292
2021
Q1 		$1.66M Buy
+96,396
New +$1.57M 0.04% 325

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

Spire Wealth Management's FNDX Position: Q2 2026 in Review

Spire Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.29% in Q2 2026, buying an estimated $483 and bringing the position to 5,454 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #838.

Spire Wealth Management first reported a position in FNDX in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.39M in Q1 2022. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Spire Wealth Management held 5,454 shares of Schwab Fundamental US Large Company Index ETF worth $170K as of Q2 2026.
  • Spire Wealth Management bought 16 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $483.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #838 holding.
  • Spire Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $4.39M in Q1 2022.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.