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Succession Financial’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Succession Financial’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 		$3.86M Buy
+124,191
New +$3.75M 3.67% 6

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

Succession Financial's FNDX Position: Q2 2026 in Review

Succession Financial opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 124,191 shares worth $3.86M. The stake represents 3.67% of the portfolio and ranks #6 among its holdings.

808 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Succession Financial held 124,191 shares of Schwab Fundamental US Large Company Index ETF worth $3.86M as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new Succession Financial position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 3.67% of Succession Financial's portfolio in Q2 2026, its #6 holding.
  • 808 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Succession Financial's 13F filing for Q2 2026, filed 7 Aug 2026.