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

Stratos 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 Q1	$727K	Buy	26,102 +2,574	+11%	+$72.9K	0.01%	923
2025 Q4	$640K	Buy	23,528 +1,056	+5%	+$28.3K	0.01%	935
2025 Q3	$591K	Sell	22,472 -780	-3%	-$19.8K	0.01%	949
2025 Q2	$571K	Hold	23,252	–	–	0.01%	881
2025 Q1	$549K	Sell	23,252 -37,608	-62%	-$909K	0.01%	849
2024 Q4	$1.44M	Buy	+60,860	New	+$1.48M	0.02%	568
2022 Q2	–	Sell	-22,653	Closed	-$442K	–	1232
2022 Q1	$442K	Buy	+22,653	New	+$437K	0.01%	856
2018 Q2	–	Sell	-240	Closed	-$3K	–	1543
2018 Q1	$3K	Buy	+240	New	+$3.02K	﹤0.01%	2744

Other funds holding FNDX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stratos Wealth Partners's FNDX Position: Q1 2026 in Review

Stratos Wealth Partners increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 11% in Q1 2026, buying an estimated $72.9K and bringing the position to 26,102 shares worth $727K. The position accounts for 0.01% of the portfolio, ranked #923.

Stratos Wealth Partners first reported a position in FNDX in Q1 2018 and has held it in 8 quarters since. The position peaked at $1.44M in Q4 2024. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

Stratos Wealth Partners held 26,102 shares of Schwab Fundamental US Large Company Index ETF worth $727K as of Q1 2026.
Stratos Wealth Partners bought 2,574 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $72.9K.
Schwab Fundamental US Large Company Index ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #923 holding.
Stratos Wealth Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2018 and has held it in 8 quarters since.
Stratos Wealth Partners's Schwab Fundamental US Large Company Index ETF position peaked at $1.44M in Q4 2024.
776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.