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Stage Harbor Financial’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Stage Harbor Financial’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
Q1 		$5M Sell
179,561
-538
-0.3% -$15.2K 3.32% 12
2025
Q4 		$4.9M Hold
180,099
– – 3.3% 11
2025
Q3 		$4.74M Sell
180,099
-271
-0.2% -$6.88K 3.47% 10
2025
Q2 		$4.43M Sell
180,370
-534
-0.3% -$12.4K 3.6% 9
2025
Q1 		$4.27M Hold
180,904
– – 3.62% 9
2024
Q4 		$4.28M Sell
180,904
-361,808
-67% -$8.77M 3.73% 9
2024
Q3 		$4.35M Buy
542,712
+359,646
+196% +$8.27M 3.96% 9
2024
Q2 		$4.09M Sell
183,066
-2,082
-1% -$45.9K 3.95% 10
2024
Q1 		$4.16M Sell
185,148
-25,359
-12% -$539K 3.78% 10
2023
Q4 		$4.35M Buy
+210,507
New +$4.05M 4.19% 11

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stage Harbor Financial's FNDX Position: Q1 2026 in Review

Stage Harbor Financial reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.3% in Q1 2026, selling an estimated $15.2K and leaving 179,561 shares worth $5M. The position accounts for 3.32% of the portfolio, ranked #12.

Stage Harbor Financial first reported a position in FNDX in Q4 2023 and has held it in 10 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Stage Harbor Financial held 179,561 shares of Schwab Fundamental US Large Company Index ETF worth $5M as of Q1 2026.
  • Stage Harbor Financial sold 538 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $15.2K.
  • Schwab Fundamental US Large Company Index ETF made up 3.32% of Stage Harbor Financial's portfolio in Q1 2026, its #12 holding.
  • Stage Harbor Financial first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 10 quarters since.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.