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

Stillwater Wealth Management 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
Q1 		$4.37M Buy
156,852
+57,882
+58% +$1.64M 2.7% 15
2025
Q4 		$2.69M Buy
+98,970
New +$2.65M 1.83% 24

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 $30.4B AUM 27.51% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 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 $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

Stillwater Wealth Management Group's FNDX Position: Q1 2026 in Review

Stillwater Wealth Management Group increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 58% in Q1 2026, buying an estimated $1.64M and bringing the position to 156,852 shares worth $4.37M. The position accounts for 2.7% of the portfolio, ranked #15.

Stillwater Wealth Management Group first reported a position in FNDX in Q4 2025 and has held it in 2 quarters since. 780 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Stillwater Wealth Management Group held 156,852 shares of Schwab Fundamental US Large Company Index ETF worth $4.37M as of Q1 2026.
  • Stillwater Wealth Management Group bought 57,882 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $1.64M.
  • Schwab Fundamental US Large Company Index ETF made up 2.7% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #15 holding.
  • Stillwater Wealth Management Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 780 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.