TLA
FNDX icon

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

Tanglewood Legacy 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
Q2 		$129K Hold
4,159
– – 0.04% 119
2026
Q1 		$116K Hold
4,159
– – 0.04% 120
2025
Q4 		$113K Hold
4,159
– – 0.04% 120
2025
Q3 		$109K Hold
4,159
– – 0.04% 126
2025
Q2 		$102K Hold
4,159
– – 0.04% 127
2025
Q1 		$98.2K Hold
4,159
– – 0.04% 130
2024
Q4 		$98.5K Buy
+4,159
New +$101K 0.04% 128

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ML
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
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tanglewood Legacy Advisors's FNDX Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 4,159 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #119.

Tanglewood Legacy Advisors first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Tanglewood Legacy Advisors held 4,159 shares of Schwab Fundamental US Large Company Index ETF worth $129K as of Q2 2026.
  • Tanglewood Legacy Advisors left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.04% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #119 holding.
  • Tanglewood Legacy Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.