Wealthcare Advisory Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Wealthcare Advisory Partners’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	$263K	Buy	+8,462	New	+$255K	0.01%	929
2021 Q3	–	Sell	-11,070	Closed	-$202K	–	554
2021 Q2	$202K	Hold	11,070	–	–	0.01%	525
2021 Q1	$191K	Buy	+11,070	New	+$180K	0.01%	494
2020 Q2	–	Sell	-1,614	Closed	-$17K	–	688
2020 Q1	$17K	Hold	1,614	–	–	﹤0.01%	774
2019 Q4	$23K	Buy	+1,614	New	+$22K	﹤0.01%	727
2019 Q3	–	Sell	-66	Closed	-$1K	–	1364
2019 Q2	$1K	Hold	66	–	–	﹤0.01%	1249
2019 Q1	$1K	Hold	66	–	–	﹤0.01%	1153
2018 Q4	$1K	Buy	+66	New	+$814	﹤0.01%	1138

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 22.96% 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

Wealthcare Advisory Partners's FNDX Position: Q2 2026 in Review

Wealthcare Advisory Partners opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2026: 8,462 shares worth $263K. The stake represents 0.01% of the portfolio and ranks #929 among its holdings. This is a return to the name: Wealthcare Advisory Partners previously reported a position in FNDX as recently as Q2 2021.

Wealthcare Advisory Partners first reported a position in FNDX in Q4 2018 and has held it in 8 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Wealthcare Advisory Partners held 8,462 shares of Schwab Fundamental US Large Company Index ETF worth $263K as of Q2 2026.
Schwab Fundamental US Large Company Index ETF was a new Wealthcare Advisory Partners position in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #929 holding.
Wealthcare Advisory Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2018 and has held it in 8 quarters since.
839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.