SW
FNDX icon

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

SteelPeak Wealth’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 		$3.09M Buy
+99,464
New +$3M 0.08% 182
2021
Q4 		– Sell
-12,144
Closed -$218K – 442
2021
Q3 		$218K Buy
+12,144
New +$223K 0.01% 380

Other funds holding FNDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
RCM
Richardson Capital Management Menomonee Falls, Wisconsin $234M AUM 22.66% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

SteelPeak Wealth's FNDX Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 99,464 shares worth $3.09M. The stake represents 0.08% of the portfolio and ranks #182 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in FNDX as recently as Q3 2021.

SteelPeak Wealth first reported a position in FNDX in Q3 2021 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • SteelPeak Wealth held 99,464 shares of Schwab Fundamental US Large Company Index ETF worth $3.09M as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new SteelPeak Wealth position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.08% of SteelPeak Wealth's portfolio in Q2 2026, its #182 holding.
  • SteelPeak Wealth first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2021 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.