WCFA
FNDX icon

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

Walkner Condon 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 		$355K Sell
11,429
-1,527
-12% -$46.1K 0.04% 234
2026
Q1 		$361K Sell
12,956
-726
-5% -$20.6K 0.05% 215
2025
Q4 		$372K Buy
13,682
+726
+6% +$19.4K 0.05% 209
2025
Q3 		$341K Sell
12,956
-1,600
-11% -$40.6K 0.05% 222
2025
Q2 		$357K Buy
14,556
+3,000
+26% +$69.8K 0.07% 197
2025
Q1 		$273K Hold
11,556
– – 0.06% 216
2024
Q4 		$274K Buy
11,556
+627
+6% +$15.2K 0.06% 228
2024
Q3 		$261K Hold
10,929
– – 0.05% 228
2024
Q2 		$244K Sell
10,929
-444
-4% -$9.79K 0.05% 224
2024
Q1 		$255K Sell
11,373
-621
-5% -$13.2K 0.05% 233
2023
Q4 		$248K Buy
+11,994
New +$231K 0.06% 230

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 22.96% 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

Walkner Condon Financial Advisors's FNDX Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 12% in Q2 2026, selling an estimated $46.1K and leaving 11,429 shares worth $355K. The position accounts for 0.04% of the portfolio, ranked #234.

Walkner Condon Financial Advisors first reported a position in FNDX in Q4 2023 and has held it in 11 quarters since. The position peaked at $372K in Q4 2025. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Walkner Condon Financial Advisors held 11,429 shares of Schwab Fundamental US Large Company Index ETF worth $355K as of Q2 2026.
  • Walkner Condon Financial Advisors sold 1,527 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $46.1K.
  • Schwab Fundamental US Large Company Index ETF made up 0.04% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #234 holding.
  • Walkner Condon Financial Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 11 quarters since.
  • Walkner Condon Financial Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $372K in Q4 2025.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.