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

Summit 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 		$245K Sell
7,866
-37
-0.5% -$1.12K ﹤0.01% 1427
2026
Q1 		$220K Buy
+7,903
New +$224K ﹤0.01% 1316
2025
Q4 		– Sell
-7,859
Closed -$207K – 1296
2025
Q3 		$207K Buy
+7,859
New +$200K ﹤0.01% 1193

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

Summit Financial's FNDX Position: Q2 2026 in Review

Summit Financial reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.47% in Q2 2026, selling an estimated $1.12K and leaving 7,866 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Summit Financial first reported a position in FNDX in Q3 2025 and has held it in 3 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Summit Financial held 7,866 shares of Schwab Fundamental US Large Company Index ETF worth $245K as of Q2 2026.
  • Summit Financial sold 37 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $1.12K.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1427 holding.
  • Summit Financial first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2025 and has held it in 3 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.