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

Strategic Wealth Partners’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	$13.7K	Hold	441	–	–	﹤0.01%	846
2026 Q1	$12.3K	Hold	441	–	–	﹤0.01%	839
2025 Q4	$12K	Hold	441	–	–	﹤0.01%	837
2025 Q3	$11.6K	Hold	441	–	–	﹤0.01%	864
2025 Q2	$10.8K	Buy	+441	New	+$10.3K	﹤0.01%	767
2023 Q1	–	Sell	-15,975	Closed	-$285K	–	265
2022 Q4	$285K	Hold	15,975	–	–	0.05%	213
2022 Q3	$254K	Sell	15,975 -3,000	-16%	-$52.9K	0.05%	236
2022 Q2	$322K	Buy	18,975 +4,500	+31%	+$82.8K	0.07%	190
2022 Q1	$282K	Hold	14,475	–	–	0.06%	216
2021 Q4	$283K	Hold	14,475	–	–	0.05%	235
2021 Q3	$260K	Buy	+14,475	New	+$266K	0.08%	210
2019 Q4	–	Sell	-345	Closed	-$4	–	258
2019 Q3	$4	Sell	345 -57	-14%	-$743	﹤0.01%	657
2019 Q2	$5K	Buy	+402	New	+$5.15K	﹤0.01%	631

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Strategic Wealth Partners's FNDX Position: Q2 2026 in Review

Strategic Wealth Partners held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 441 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Strategic Wealth Partners first reported a position in FNDX in Q2 2019 and has held it in 13 quarters since. The position peaked at $322K in Q2 2022. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Strategic Wealth Partners held 441 shares of Schwab Fundamental US Large Company Index ETF worth $13.7K as of Q2 2026.
Strategic Wealth Partners left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #846 holding.
Strategic Wealth Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2019 and has held it in 13 quarters since.
Strategic Wealth Partners's Schwab Fundamental US Large Company Index ETF position peaked at $322K in Q2 2022.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.