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

WCG Wealth 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	$1.38M	Sell	44,246 -4,618	-9%	-$139K	0.03%	352
2026 Q1	$1.36M	Sell	48,864 -1,290	-3%	-$36.6K	0.04%	328
2025 Q4	$1.36M	Sell	50,154 -10,453	-17%	-$280K	0.04%	314
2025 Q3	$1.59M	Buy	60,607 +8,581	+16%	+$218K	0.1%	175
2025 Q2	$1.28M	Buy	52,026 +29,807	+134%	+$694K	0.08%	198
2025 Q1	$525K	Buy	22,219 +3,809	+21%	+$92.1K	0.04%	236
2024 Q4	$436K	Buy	+18,410	New	+$446K	0.03%	272

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

WCG Wealth Advisors's FNDX Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 9.5% in Q2 2026, selling an estimated $139K and leaving 44,246 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #352.

WCG Wealth Advisors first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.59M in Q3 2025. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

WCG Wealth Advisors held 44,246 shares of Schwab Fundamental US Large Company Index ETF worth $1.38M as of Q2 2026.
WCG Wealth Advisors sold 4,618 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $139K.
Schwab Fundamental US Large Company Index ETF made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #352 holding.
WCG Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
WCG Wealth Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $1.59M in Q3 2025.
840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.