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 Q3	$216K	Sell	6,878 -39	-0.6%	-$1.25K	0.06%	135
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

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

KHC

Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return

Stone Summit Wealth's FNDX Position: Q3 2026 in Review

Stone Summit Wealth reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.56% in Q3 2026, selling an estimated $1.25K and leaving 6,878 shares worth $216K. The position accounts for 0.06% of the portfolio, ranked #135.

Stone Summit Wealth first reported a position in FNDX in Q1 2024 and has held it in 9 quarters since. The position peaked at $269K in Q3 2024. 191 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

Stone Summit Wealth held 6,878 shares of Schwab Fundamental US Large Company Index ETF worth $216K as of Q3 2026.
Stone Summit Wealth sold 39 Schwab Fundamental US Large Company Index ETF shares in Q3 2026, an estimated $1.25K.
Schwab Fundamental US Large Company Index ETF made up 0.06% of Stone Summit Wealth's portfolio in Q3 2026, its #135 holding.
Stone Summit Wealth first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2024 and has held it in 9 quarters since.
Stone Summit Wealth's Schwab Fundamental US Large Company Index ETF position peaked at $269K in Q3 2024.
191 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.