Valmark Advisers’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Valmark Advisers's FNDX Position: Q2 2026 in Review

Valmark Advisers increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 17% in Q2 2026, buying an estimated $610K and bringing the position to 141,614 shares worth $4.4M. The position accounts for 0.05% of the portfolio, ranked #167.

Valmark Advisers first reported a position in FNDX in Q1 2025 and has held it in 6 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

• Valmark Advisers held 141,614 shares of Schwab Fundamental US Large Company Index ETF worth $4.4M as of Q2 2026.
• Valmark Advisers bought 20,211 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $610K.
• Schwab Fundamental US Large Company Index ETF made up 0.05% of Valmark Advisers's portfolio in Q2 2026, its #167 holding.
• Valmark Advisers first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2025 and has held it in 6 quarters since.
• 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.