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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
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 0.07% 146
2025
Q2 		$503K Buy
+20,508
New +$477K 0.13% 131

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KeyBank National Association
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
ML
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Wealth Group (Colorado)'s FNDX Position: Q1 2026 in Review

Summit Wealth Group (Colorado) held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q1 2026 at 20,061 shares worth $559K. The position accounts for 0.06% of the portfolio, ranked #168.

Summit Wealth Group (Colorado) first reported a position in FNDX in Q2 2025 and has held it in 4 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Summit Wealth Group (Colorado) held 20,061 shares of Schwab Fundamental US Large Company Index ETF worth $559K as of Q1 2026.
  • Summit Wealth Group (Colorado) left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q1 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #168 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 4 quarters since.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.