Tactive Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Tactive Advisors’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	$739K	Buy	23,487 +1,984	+9%	+$63.5K	0.18%	113
2026 Q2	$669K	Buy	21,503 +4,005	+23%	+$121K	0.16%	121
2026 Q1	$487K	Buy	17,498 +1,668	+11%	+$47.3K	0.14%	144
2025 Q4	$431K	Buy	+15,830	New	+$424K	0.13%	160

Other funds holding FNDX

FCT

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Tactive Advisors's FNDX Position: Q3 2026 in Review

Tactive Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 9.2% in Q3 2026, buying an estimated $63.5K and bringing the position to 23,487 shares worth $739K. The position accounts for 0.18% of the portfolio, ranked #113.

Tactive Advisors first reported a position in FNDX in Q4 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

Tactive Advisors held 23,487 shares of Schwab Fundamental US Large Company Index ETF worth $739K as of Q3 2026.
Tactive Advisors bought 1,984 Schwab Fundamental US Large Company Index ETF shares in Q3 2026, an estimated $63.5K.
Schwab Fundamental US Large Company Index ETF made up 0.18% of Tactive Advisors's portfolio in Q3 2026, its #113 holding.
Tactive Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 4 quarters since.
26 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.