True Wealth Design’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

True Wealth Design’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	$26.1K	Sell	839 -13,449	-94%	-$406K	0.01%	721
2026 Q1	$398K	Buy	+14,288	New	+$405K	0.11%	45
2024 Q1	–	Sell	-693	Closed	-$14.3K	–	797
2023 Q4	$14.3K	Hold	693	–	–	﹤0.01%	220
2023 Q3	$12.9K	Sell	693 -1,332	-66%	-$25.8K	﹤0.01%	197
2023 Q2	$38.9K	Hold	2,025	–	–	0.01%	161
2023 Q1	$37.1K	Buy	+2,025	New	+$37.2K	0.02%	176

Other funds holding FNDX

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

RCM

Richardson Capital Management Menomonee Falls, Wisconsin $234M AUM 22.66% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

True Wealth Design's FNDX Position: Q2 2026 in Review

True Wealth Design reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 94% in Q2 2026, selling an estimated $406K and leaving 839 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #721.

True Wealth Design first reported a position in FNDX in Q1 2023 and has held it in 6 quarters since. The position peaked at $398K in Q1 2026. 146 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

True Wealth Design held 839 shares of Schwab Fundamental US Large Company Index ETF worth $26.1K as of Q2 2026.
True Wealth Design sold 13,449 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $406K.
Schwab Fundamental US Large Company Index ETF made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #721 holding.
True Wealth Design first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2023 and has held it in 6 quarters since.
True Wealth Design's Schwab Fundamental US Large Company Index ETF position peaked at $398K in Q1 2026.
146 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.