Wedmont Private Capital’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Wedmont Private Capital’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 Q3	$1.28M	Buy	39,759 +2,232	+6%	+$71.5K	0.03%	320
2026 Q2	$1.18M	Sell	37,527 -5,879	-14%	-$177K	0.03%	306
2026 Q1	$1.25M	Buy	43,406 +6	+0%	+$170	0.04%	258
2025 Q4	$1.2M	Buy	43,400 +992	+2%	+$26.5K	0.04%	245
2025 Q3	$1.12M	Buy	42,408 +114	+0.3%	+$2.89K	0.04%	252
2025 Q2	$1.05M	Buy	42,294 +572	+1%	+$13.3K	0.05%	249
2025 Q1	$921K	Buy	41,722 +6,150	+17%	+$149K	0.05%	238
2024 Q4	$835K	Buy	35,572 +1	+0%	+$24	0.04%	262
2024 Q3	$843K	Hold	35,571	–	–	0.05%	234
2024 Q2	$814K	Hold	35,571	–	–	0.05%	233
2024 Q1	$790K	Buy	35,571 +1,227	+4%	+$26.1K	0.06%	223
2023 Q4	$710K	Hold	34,344	–	–	0.06%	225
2023 Q3	$641K	Buy	+34,344	New	+$664K	0.06%	209

Other funds holding FNDX

FCT

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Wedmont Private Capital's FNDX Position: Q3 2026 in Review

Wedmont Private Capital increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 5.9% in Q3 2026, buying an estimated $71.5K and bringing the position to 39,759 shares worth $1.28M. The position accounts for 0.03% of the portfolio, ranked #320.

Wedmont Private Capital first reported a position in FNDX in Q3 2023 and has held it in 13 quarters since. 26 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

Wedmont Private Capital held 39,759 shares of Schwab Fundamental US Large Company Index ETF worth $1.28M as of Q3 2026.
Wedmont Private Capital bought 2,232 Schwab Fundamental US Large Company Index ETF shares in Q3 2026, an estimated $71.5K.
Schwab Fundamental US Large Company Index ETF made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #320 holding.
Wedmont Private Capital first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2023 and has held it in 13 quarters since.
26 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.