UCFA
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United Capital Financial Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

United Capital 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
Q1 		$464K Buy
+16,667
New +$472K ﹤0.01% 1101
2025
Q2 		– Sell
-12,402
Closed -$293K – 1110
2025
Q1 		$293K Buy
+12,402
New +$300K ﹤0.01% 895
2023
Q4 		– Sell
-18,918
Closed -$353K – 1078
2023
Q3 		$353K Buy
18,918
+324
+2% +$6.27K ﹤0.01% 702
2023
Q2 		$357K Sell
18,594
-51,159
-73% -$945K ﹤0.01% 738
2023
Q1 		$1.28M Buy
69,753
+24,699
+55% +$453K 0.01% 524
2022
Q4 		$803K Sell
45,054
-5,670
-11% -$100K ﹤0.01% 665
2022
Q3 		$808K Buy
50,724
+8,400
+20% +$148K ﹤0.01% 658
2022
Q2 		$718K Sell
42,324
-1,665
-4% -$30.6K ﹤0.01% 702
2022
Q1 		$858K Sell
43,989
-6,378
-13% -$123K ﹤0.01% 701
2021
Q4 		$984K Sell
50,367
-2,793
-5% -$53K ﹤0.01% 682
2021
Q3 		$956K Buy
53,160
+8,955
+20% +$164K ﹤0.01% 688
2021
Q2 		$806K Buy
44,205
+2,145
+5% +$38.8K ﹤0.01% 750
2021
Q1 		$724K Buy
42,060
+309
+0.7% +$5.04K ﹤0.01% 751
2020
Q4 		$630K Buy
41,751
+8,415
+25% +$119K ﹤0.01% 792
2020
Q3 		$430K Buy
33,336
+3,528
+12% +$45.9K ﹤0.01% 868
2020
Q2 		$366K Sell
29,808
-10,869
-27% -$128K ﹤0.01% 960
2020
Q1 		$425K Sell
40,677
-67,791
-62% -$883K ﹤0.01% 873
2019
Q4 		$1.54M Buy
108,468
+1,122
+1% +$15.3K 0.01% 651
2019
Q3 		$1.42M Buy
107,346
+1,245
+1% +$16.2K 0.01% 653
2019
Q2 		$1.38M Sell
106,101
-640,245
-86% -$8.2M 0.01% 716
2019
Q1 		$9.44M Buy
746,346
+45,648
+7% +$561K 0.07% 299
2018
Q4 		$7.94M Sell
700,698
-29,490
-4% -$364K 0.06% 294
2018
Q3 		$9.66M Buy
730,188
+21,258
+3% +$276K 0.07% 306
2018
Q2 		$8.82M Sell
708,930
-64,278
-8% -$800K 0.07% 323
2018
Q1 		$9.37M Sell
773,208
-262,737
-25% -$3.31M 0.07% 305
2017
Q4 		$12.9M Sell
1,035,945
-37,251
-3% -$450K 0.1% 247
2017
Q3 		$12.6M Sell
1,073,196
-30,093
-3% -$344K 0.11% 235
2017
Q2 		$12.4M Buy
1,103,289
+16,389
+2% +$184K 0.11% 218
2017
Q1 		$12.2M Buy
1,086,900
+20,028
+2% +$223K 0.11% 210
2016
Q4 		$11.6M Buy
1,066,872
+17,829
+2% +$188K 0.11% 213
2016
Q3 		$10.9M Buy
1,049,043
+17,688
+2% +$183K 0.11% 227
2016
Q2 		$10.3M Sell
1,031,355
-11,811
-1% -$118K 0.11% 221
2016
Q1 		$10.3M Sell
1,043,166
-5,073
-0.5% -$46.9K 0.11% 197
2015
Q4 		$10M Buy
1,048,239
+701,373
+202% +$6.78M 0.12% 194
2015
Q3 		$3.15M Buy
+346,866
New +$3.34M 0.04% 423

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KeyBank National Association
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
ML
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

United Capital Financial Advisors's FNDX Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2026: 16,667 shares worth $464K. The stake represents ﹤0.01% of the portfolio and ranks #1101 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in FNDX as recently as Q1 2025.

United Capital Financial Advisors first reported a position in FNDX in Q3 2015 and has held it in 35 quarters since. The position peaked at $12.9M in Q4 2017. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • United Capital Financial Advisors held 16,667 shares of Schwab Fundamental US Large Company Index ETF worth $464K as of Q1 2026.
  • Schwab Fundamental US Large Company Index ETF was a new United Capital Financial Advisors position in Q1 2026.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1101 holding.
  • United Capital Financial Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2015 and has held it in 35 quarters since.
  • United Capital Financial Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $12.9M in Q4 2017.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.