WP
FNDX icon

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

WealthPLAN 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 		$712K Buy
22,899
+2,470
+12% +$74.5K 0.14% 133
2026
Q1 		$569K Sell
20,429
-102
-0.5% -$2.89K 0.11% 152
2025
Q4 		$559K Sell
20,531
-386
-2% -$10.3K 0.08% 171
2025
Q3 		$550K Sell
20,917
-871
-4% -$22.1K 0.08% 166
2025
Q2 		$535K Buy
21,788
+548
+3% +$12.8K 0.09% 165
2025
Q1 		$501K Sell
21,240
-108
-0.5% -$2.61K 0.07% 167
2024
Q4 		$506K Sell
21,348
-726
-3% -$17.6K 0.07% 170
2024
Q3 		$528K Buy
22,074
+1,242
+6% +$28.6K 0.07% 176
2024
Q2 		$465K Sell
20,832
-450
-2% -$9.92K 0.05% 211
2024
Q1 		$478K Sell
21,282
-147
-0.7% -$3.13K 0.05% 209
2023
Q4 		$442K Buy
21,429
+1,344
+7% +$25.8K 0.05% 228
2023
Q3 		$375K Buy
20,085
+1,818
+10% +$35.2K 0.04% 241
2023
Q2 		$351K Buy
18,267
+2,166
+13% +$40K 0.05% 230
2023
Q1 		$295K Buy
16,101
+51
+0.3% +$936 0.03% 253
2022
Q4 		$305K Buy
+16,050
New +$284K 0.02% 311

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
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
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

WealthPLAN Partners's FNDX Position: Q2 2026 in Review

WealthPLAN Partners increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 12% in Q2 2026, buying an estimated $74.5K and bringing the position to 22,899 shares worth $712K. The position accounts for 0.14% of the portfolio, ranked #133.

WealthPLAN Partners first reported a position in FNDX in Q4 2022 and has held it in 15 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • WealthPLAN Partners held 22,899 shares of Schwab Fundamental US Large Company Index ETF worth $712K as of Q2 2026.
  • WealthPLAN Partners bought 2,470 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $74.5K.
  • Schwab Fundamental US Large Company Index ETF made up 0.14% of WealthPLAN Partners's portfolio in Q2 2026, its #133 holding.
  • WealthPLAN Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2022 and has held it in 15 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.