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Wealth Advisory Team’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Wealth Advisory Team’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 		$861K Buy
+27,682
New +$835K 0.7% 23
2025
Q4 		$747K Buy
+27,466
New +$735K 0.66% 22
2025
Q2 		$692K Buy
+28,219
New +$657K 0.65% 22

Other funds holding FNDX

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
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
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealth Advisory Team's FNDX Position: Q2 2026 in Review

Wealth Advisory Team opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 27,682 shares worth $861K. The stake represents 0.7% of the portfolio and ranks #23 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in FNDX as recently as Q4 2025.

Wealth Advisory Team first reported a position in FNDX in Q2 2025 and has held it in 3 quarters since. 635 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Wealth Advisory Team held 27,682 shares of Schwab Fundamental US Large Company Index ETF worth $861K as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new Wealth Advisory Team position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.7% of Wealth Advisory Team's portfolio in Q2 2026, its #23 holding.
  • Wealth Advisory Team first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2025 and has held it in 3 quarters since.
  • 635 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Wealth Advisory Team's 13F filing for Q2 2026, filed 23 Jul 2026.