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

Stone Summit 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 		$215K Buy
+6,917
New +$209K 0.05% 139
2025
Q4 		– Sell
-8,376
Closed -$220K – 144
2025
Q3 		$220K Sell
8,376
-159
-2% -$4.04K 0.06% 141
2025
Q2 		$209K Sell
8,535
-2,500
-23% -$58.2K 0.06% 138
2025
Q1 		$261K Hold
11,035
– – 0.09% 131
2024
Q4 		$261K Sell
11,035
-230
-2% -$5.58K 0.09% 128
2024
Q3 		$269K Hold
11,265
– – 0.09% 130
2024
Q2 		$252K Hold
11,265
– – 0.09% 130
2024
Q1 		$253K Buy
+11,265
New +$239K 0.09% 132

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

Stone Summit Wealth's FNDX Position: Q2 2026 in Review

Stone Summit Wealth opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 6,917 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #139 among its holdings. This is a return to the name: Stone Summit Wealth previously reported a position in FNDX as recently as Q3 2025.

Stone Summit Wealth first reported a position in FNDX in Q1 2024 and has held it in 8 quarters since. The position peaked at $269K in Q3 2024. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Stone Summit Wealth held 6,917 shares of Schwab Fundamental US Large Company Index ETF worth $215K as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new Stone Summit Wealth position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.05% of Stone Summit Wealth's portfolio in Q2 2026, its #139 holding.
  • Stone Summit Wealth first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2024 and has held it in 8 quarters since.
  • Stone Summit Wealth's Schwab Fundamental US Large Company Index ETF position peaked at $269K in Q3 2024.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.