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

Summit Financial 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 		$486K Sell
15,612
-160
-1% -$4.83K 0.06% 135
2026
Q1 		$439K Buy
15,772
+2,200
+16% +$62.3K 0.06% 126
2025
Q4 		$369K Buy
13,572
+1,610
+13% +$43.1K 0.05% 133
2025
Q3 		$316K Sell
11,962
-590
-5% -$15K 0.05% 137
2025
Q2 		$308K Buy
12,552
+4,018
+47% +$93.5K 0.06% 126
2025
Q1 		$201K Buy
8,534
+230
+3% +$5.56K 0.04% 147
2024
Q4 		$203K Buy
+8,304
New +$201K 0.04% 146
2018
Q4 		– Sell
-49,557
Closed -$624K – 134
2018
Q3 		$624K Buy
49,557
+6,006
+14% +$78.1K 0.19% 77
2018
Q2 		$528K Hold
43,551
– – 0.18% 82
2018
Q1 		$528K Buy
43,551
+4,479
+11% +$56.4K 0.17% 83
2017
Q4 		$488K Buy
39,072
+15,726
+67% +$190K 0.17% 86
2017
Q3 		$274K Buy
23,346
+2,850
+14% +$32.6K 0.1% 112
2017
Q2 		$231K Buy
+20,496
New +$230K 0.09% 129

Other funds holding FNDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
RCM
Richardson Capital Management Menomonee Falls, Wisconsin $234M AUM 22.66% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Summit Financial Wealth Advisors's FNDX Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1% in Q2 2026, selling an estimated $4.83K and leaving 15,612 shares worth $486K. The position accounts for 0.06% of the portfolio, ranked #135.

Summit Financial Wealth Advisors first reported a position in FNDX in Q2 2017 and has held it in 13 quarters since. The position peaked at $624K in Q3 2018. 146 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Summit Financial Wealth Advisors held 15,612 shares of Schwab Fundamental US Large Company Index ETF worth $486K as of Q2 2026.
  • Summit Financial Wealth Advisors sold 160 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $4.83K.
  • Schwab Fundamental US Large Company Index ETF made up 0.06% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #135 holding.
  • Summit Financial Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2017 and has held it in 13 quarters since.
  • Summit Financial Wealth Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $624K in Q3 2018.
  • 146 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.