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

VestGen 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 		$252K Sell
8,108
-1,669
-17% -$50.4K 0.01% 930
2026
Q1 		$297K Sell
9,777
-3,094
-24% -$87.7K 0.01% 844
2025
Q4 		$350K Buy
+12,871
New +$344K 0.01% 561

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ML
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VestGen Advisors's FNDX Position: Q2 2026 in Review

VestGen Advisors reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 17% in Q2 2026, selling an estimated $50.4K and leaving 8,108 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #930.

VestGen Advisors first reported a position in FNDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $350K in Q4 2025. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • VestGen Advisors held 8,108 shares of Schwab Fundamental US Large Company Index ETF worth $252K as of Q2 2026.
  • VestGen Advisors sold 1,669 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $50.4K.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #930 holding.
  • VestGen Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • VestGen Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $350K in Q4 2025.
  • 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.