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WealthBridge Capital Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

WealthBridge Capital Management’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 		$301K Buy
+9,669
New +$292K 0.06% 193

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

WealthBridge Capital Management's FNDX Position: Q2 2026 in Review

WealthBridge Capital Management opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 9,669 shares worth $301K. The stake represents 0.06% of the portfolio and ranks #193 among its holdings.

834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • WealthBridge Capital Management held 9,669 shares of Schwab Fundamental US Large Company Index ETF worth $301K as of Q2 2026.
  • Schwab Fundamental US Large Company Index ETF was a new WealthBridge Capital Management position in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.06% of WealthBridge Capital Management's portfolio in Q2 2026, its #193 holding.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.