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

SYM Financial Corp’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 		$80.5K Hold
2,889
– – 0.01% 355
2025
Q4 		$78.6K Hold
2,889
– – 0.01% 353
2025
Q3 		$76K Sell
2,889
-2,673
-48% -$67.9K 0.01% 353
2025
Q2 		$136K Buy
5,562
+2,673
+93% +$62.2K 0.02% 325
2025
Q1 		$68.2K Hold
2,889
– – 0.01% 299
2024
Q4 		$68.4K Hold
2,889
– – 0.01% 272
2024
Q3 		$69.1K Hold
2,889
– – 0.01% 215
2024
Q2 		$64.5K Buy
+2,889
New +$63.7K 0.01% 196
2023
Q3 		– Sell
-141
Closed -$2.71K – 191
2023
Q2 		$2.71K Buy
+141
New +$2.6K ﹤0.01% 113

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

SYM Financial Corp's FNDX Position: Q1 2026 in Review

SYM Financial Corp held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q1 2026 at 2,889 shares worth $80.5K. The position accounts for 0.01% of the portfolio, ranked #355.

SYM Financial Corp first reported a position in FNDX in Q2 2023 and has held it in 9 quarters since. The position peaked at $136K in Q2 2025. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • SYM Financial Corp held 2,889 shares of Schwab Fundamental US Large Company Index ETF worth $80.5K as of Q1 2026.
  • SYM Financial Corp left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q1 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of SYM Financial Corp's portfolio in Q1 2026, its #355 holding.
  • SYM Financial Corp first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2023 and has held it in 9 quarters since.
  • SYM Financial Corp's Schwab Fundamental US Large Company Index ETF position peaked at $136K in Q2 2025.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.