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Wedbush Securities’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Wedbush Securities’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 		$532K Buy
17,100
+9,616
+128% +$290K 0.01% 704
2026
Q1 		$208K Sell
7,484
-3,387
-31% -$96K 0.01% 1113
2025
Q4 		$296K Buy
10,871
+2,046
+23% +$54.7K 0.01% 893
2025
Q3 		$232K Buy
+8,825
New +$224K 0.01% 994
2023
Q4 		– Sell
-10,743
Closed -$200K – 1096
2023
Q3 		$200K Sell
10,743
-531
-5% -$10.3K 0.01% 919
2023
Q2 		$216K Buy
+11,274
New +$208K 0.01% 899

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

Wedbush Securities's FNDX Position: Q2 2026 in Review

Wedbush Securities increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 128% in Q2 2026, buying an estimated $290K and bringing the position to 17,100 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #704.

Wedbush Securities first reported a position in FNDX in Q2 2023 and has held it in 6 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Wedbush Securities held 17,100 shares of Schwab Fundamental US Large Company Index ETF worth $532K as of Q2 2026.
  • Wedbush Securities bought 9,616 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $290K.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #704 holding.
  • Wedbush Securities first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2023 and has held it in 6 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.