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

Strategies Wealth Advisors’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	–	Sell	-7,727	Closed	-$215K	–	206
2026 Q1	$215K	Buy	7,727 +15	+0.2%	+$425	0.02%	179
2025 Q4	$210K	Buy	7,712 +18	+0.2%	+$482	0.02%	175
2025 Q3	$202K	Buy	+7,694	New	+$195K	0.02%	180
2024 Q4	–	Sell	-8,598	Closed	-$206K	–	128
2024 Q3	$206K	Buy	+8,598	New	+$198K	0.03%	93
2024 Q2	–	Sell	-9,483	Closed	-$213K	–	94
2024 Q1	$213K	Buy	+9,483	New	+$202K	0.03%	92
2023 Q2	–	Sell	-13,614	Closed	-$249K	–	86
2023 Q1	$249K	Buy	+13,614	New	+$250K	0.05%	70
2022 Q2	–	Sell	-12,978	Closed	-$253K	–	85
2022 Q1	$253K	Buy	12,978 +1,428	+12%	+$27.5K	0.07%	75
2021 Q4	$226K	Buy	+11,550	New	+$219K	0.06%	77

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

Strategies Wealth Advisors's FNDX Position: Q2 2026 in Review

Strategies Wealth Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026, closing a stake of 7,727 shares — an estimated $215K sold.

Strategies Wealth Advisors first reported a position in FNDX in Q4 2021 and held it in 8 quarters. The position peaked at $253K in Q1 2022. 836 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Strategies Wealth Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
Strategies Wealth Advisors sold 7,727 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $215K.
Strategies Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and held it in 8 quarters.
Strategies Wealth Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $253K in Q1 2022.
836 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.