WealthCare Investment Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

WealthCare Investment 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 Q1	$1.98M	Sell	70,974 -6,213	-8%	-$176K	0.55%	51
2025 Q4	$2.12M	Sell	77,187 -9,389	-11%	-$251K	0.62%	47
2025 Q3	$2.29M	Sell	86,576 -19,503	-18%	-$495K	0.74%	38
2025 Q2	$2.65M	Sell	106,079 -23,185	-18%	-$539K	0.95%	29
2025 Q1	$2.79M	Buy	129,264 +14,855	+13%	+$359K	1.18%	25
2024 Q4	$2.7M	Buy	114,409 +15,541	+16%	+$377K	1.18%	24
2024 Q3	$2.34M	Buy	98,868 +43,893	+80%	+$1.01M	1.03%	30
2024 Q2	$1.23M	Buy	54,975 +15,282	+39%	+$337K	0.57%	47
2024 Q1	$892K	Buy	39,693 +14,559	+58%	+$310K	0.43%	62
2023 Q4	$520K	Buy	+25,134	New	+$483K	0.28%	75

Other funds holding FNDX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

SEIA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthCare Investment Partners's FNDX Position: Q1 2026 in Review

WealthCare Investment Partners reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 8% in Q1 2026, selling an estimated $176K and leaving 70,974 shares worth $1.98M. The position accounts for 0.55% of the portfolio, ranked #51.

WealthCare Investment Partners first reported a position in FNDX in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.79M in Q1 2025. 777 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

WealthCare Investment Partners held 70,974 shares of Schwab Fundamental US Large Company Index ETF worth $1.98M as of Q1 2026.
WealthCare Investment Partners sold 6,213 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $176K.
Schwab Fundamental US Large Company Index ETF made up 0.55% of WealthCare Investment Partners's portfolio in Q1 2026, its #51 holding.
WealthCare Investment Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 10 quarters since.
WealthCare Investment Partners's Schwab Fundamental US Large Company Index ETF position peaked at $2.79M in Q1 2025.
777 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.