Wealthspire Advisors (New York)’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Wealthspire Advisors (New York)’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	$2.97M	Buy	95,387 +791	+0.8%	+$23.9K	0.02%	347
2026 Q1	$2.63M	Sell	94,596 -5,223	-5%	-$148K	0.02%	245
2025 Q4	$2.72M	Sell	99,819 -103,485	-51%	-$2.77M	0.02%	246
2025 Q3	$5.35M	Buy	203,304 +107,802	+113%	+$2.74M	0.03%	158
2025 Q2	$2.34M	Sell	95,502 -127,964	-57%	-$2.98M	0.01%	257
2025 Q1	$5.28M	Buy	223,466 +116,833	+110%	+$2.82M	0.03%	158
2024 Q4	$2.53M	Buy	106,633 +133	+0.1%	+$3.23K	0.03%	220
2024 Q3	$2.55M	Buy	106,500 +2,397	+2%	+$55.1K	0.03%	213
2024 Q2	$2.32M	Sell	104,103 -369	-0.4%	-$8.13K	0.03%	186
2024 Q1	$2.35M	Sell	104,472 -7,590	-7%	-$161K	0.03%	181
2023 Q4	$2.31M	Sell	112,062 -27,660	-20%	-$532K	0.03%	174
2023 Q3	$2.61M	Buy	139,722 +1,599	+1%	+$30.9K	0.04%	143
2023 Q2	$2.65M	Sell	138,123 -6,192	-4%	-$114K	0.04%	127
2023 Q1	$2.64M	Buy	144,315 +12,534	+10%	+$230K	0.05%	128
2022 Q4	$2.35M	Sell	131,781 -10,788	-8%	-$191K	0.04%	137
2022 Q3	$2.27M	Buy	142,569 +120	+0.1%	+$2.12K	0.05%	134
2022 Q2	$2.42M	Buy	142,449 +111	+0.1%	+$2.04K	0.05%	129
2022 Q1	$2.78M	Buy	142,338 +3,081	+2%	+$59.4K	0.06%	104
2021 Q4	$2.72M	Sell	139,257 -27	-0%	-$513	0.06%	116
2021 Q3	$2.5M	Buy	+139,284	New	+$2.56M	0.05%	143
2021 Q2	–	Sell	-140,073	Closed	-$2.41M	–	484
2021 Q1	$2.41M	Buy	+140,073	New	+$2.28M	0.06%	157

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

Wealthspire Advisors (New York)'s FNDX Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.84% in Q2 2026, buying an estimated $23.9K and bringing the position to 95,387 shares worth $2.97M. The position accounts for 0.02% of the portfolio, ranked #347.

Wealthspire Advisors (New York) first reported a position in FNDX in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.35M in Q3 2025. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Wealthspire Advisors (New York) held 95,387 shares of Schwab Fundamental US Large Company Index ETF worth $2.97M as of Q2 2026.
Wealthspire Advisors (New York) bought 791 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $23.9K.
Schwab Fundamental US Large Company Index ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #347 holding.
Wealthspire Advisors (New York) first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2021 and has held it in 21 quarters since.
Wealthspire Advisors (New York)'s Schwab Fundamental US Large Company Index ETF position peaked at $5.35M in Q3 2025.
839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.