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 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tanglewood Legacy Advisors's FNDX Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q1 2026 at 4,159 shares worth $116K. The position accounts for 0.04% of the portfolio, ranked #120.

Tanglewood Legacy Advisors first reported a position in FNDX in Q4 2024 and has held it in 6 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

Tanglewood Legacy Advisors held 4,159 shares of Schwab Fundamental US Large Company Index ETF worth $116K as of Q1 2026.
Tanglewood Legacy Advisors left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q1 2026.
Schwab Fundamental US Large Company Index ETF made up 0.04% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #120 holding.
Tanglewood Legacy Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 6 quarters since.
776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.