Summit Wealth Group (Colorado)’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Summit Wealth Group (Colorado)’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	$624K	Hold	20,061	–	–	0.05%	185
2026 Q1	$559K	Hold	20,061	–	–	0.06%	168
2025 Q4	$546K	Buy	20,061 +17,790	+783%	+$476K	0.07%	135
2025 Q3	$478K	Sell	2,271 -18,237	-89%	-$463K	0.05%	270
2025 Q2	$503K	Buy	+20,508	New	+$477K	0.13%	131

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

Summit Wealth Group (Colorado)'s FNDX Position: Q2 2026 in Review

Summit Wealth Group (Colorado) held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 20,061 shares worth $624K. The position accounts for 0.05% of the portfolio, ranked #185.

Summit Wealth Group (Colorado) first reported a position in FNDX in Q2 2025 and has held it in 5 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Summit Wealth Group (Colorado) held 20,061 shares of Schwab Fundamental US Large Company Index ETF worth $624K as of Q2 2026.
Summit Wealth Group (Colorado) left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up 0.05% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #185 holding.
Summit Wealth Group (Colorado) first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2025 and has held it in 5 quarters since.
839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.