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 Q3	$90.9K	Hold	2,889	–	–	0.01%	452
2026 Q2	$89.8K	Hold	2,889	–	–	0.01%	417
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

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

SYM Financial Corp's FNDX Position: Q3 2026 in Review

SYM Financial Corp held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q3 2026 at 2,889 shares worth $90.9K. The position accounts for 0.01% of the portfolio, ranked #452.

SYM Financial Corp first reported a position in FNDX in Q2 2023 and has held it in 11 quarters since. The position peaked at $136K in Q2 2025. 534 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

SYM Financial Corp held 2,889 shares of Schwab Fundamental US Large Company Index ETF worth $90.9K as of Q3 2026.
SYM Financial Corp left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q3 2026.
Schwab Fundamental US Large Company Index ETF made up 0.01% of SYM Financial Corp's portfolio in Q3 2026, its #452 holding.
SYM Financial Corp first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2023 and has held it in 11 quarters since.
SYM Financial Corp's Schwab Fundamental US Large Company Index ETF position peaked at $136K in Q2 2025.
534 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.