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

Transamerica Financial 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	$21.8K	Hold	701	–	–	﹤0.01%	855
2026 Q1	$19.5K	Buy	+701	New	+$19.9K	﹤0.01%	807
2024 Q1	–	Sell	-3	Closed	-$1K	–	638
2023 Q4	$1K	Hold	3	–	–	﹤0.01%	459
2023 Q3	$1K	Hold	3	–	–	﹤0.01%	488
2023 Q2	$1K	Hold	3	–	–	﹤0.01%	458
2023 Q1	$1K	Hold	3	–	–	﹤0.01%	442
2022 Q4	$1K	Hold	3	–	–	﹤0.01%	500
2022 Q3	$1K	Sell	3 -249	-99%	-$4.39K	﹤0.01%	469
2022 Q2	$5K	Buy	+252	New	+$4.64K	﹤0.01%	334
2019 Q3	–	Sell	-3,390	Closed	-$45K	–	244
2019 Q2	$45K	Buy	+3,390	New	+$43.4K	0.01%	255

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Transamerica Financial Advisors's FNDX Position: Q2 2026 in Review

Transamerica Financial Advisors held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 701 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Transamerica Financial Advisors first reported a position in FNDX in Q2 2019 and has held it in 10 quarters since. The position peaked at $45K in Q2 2019. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Transamerica Financial Advisors held 701 shares of Schwab Fundamental US Large Company Index ETF worth $21.8K as of Q2 2026.
Transamerica Financial 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 ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #855 holding.
Transamerica Financial Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2019 and has held it in 10 quarters since.
Transamerica Financial Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $45K in Q2 2019.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.