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

WealthShield 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 		$80.4K Buy
2,584
+39
+2% +$1.18K 0.01% 271
2026
Q1 		$70.9K Hold
2,545
– – 0.01% 429
2025
Q4 		$69.3K Buy
2,545
+338
+15% +$9.04K 0.01% 421
2025
Q3 		$58.1K Buy
2,207
+9
+0.4% +$229 0.01% 428
2025
Q2 		$53.9K Buy
2,198
+317
+17% +$7.38K 0.01% 421
2025
Q1 		$44.4K Buy
1,881
+541
+40% +$13.1K 0.01% 417
2024
Q4 		$31.7K Buy
1,340
+5
+0.4% +$121 ﹤0.01% 396
2024
Q3 		$31.9K Buy
1,335
+12
+0.9% +$276 ﹤0.01% 409
2024
Q2 		$29.7K Hold
1,323
– – ﹤0.01% 384
2024
Q1 		$29.7K Sell
1,323
-816
-38% -$17.3K ﹤0.01% 377
2023
Q4 		$44.2K Buy
+2,139
New +$41.1K 0.01% 367

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

WealthShield Partners's FNDX Position: Q2 2026 in Review

WealthShield Partners increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.5% in Q2 2026, buying an estimated $1.18K and bringing the position to 2,584 shares worth $80.4K. The position accounts for 0.01% of the portfolio, ranked #271.

WealthShield Partners first reported a position in FNDX in Q4 2023 and has held it in 11 quarters since. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • WealthShield Partners held 2,584 shares of Schwab Fundamental US Large Company Index ETF worth $80.4K as of Q2 2026.
  • WealthShield Partners bought 39 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $1.18K.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of WealthShield Partners's portfolio in Q2 2026, its #271 holding.
  • WealthShield Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.