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

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Planned Solutions Folsom, California $348M AUM 23.38% 1-Year Est. Return

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return