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 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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Wedmont Private Capital's FNDX Position: Q2 2026 in Review

Wedmont Private Capital reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 14% in Q2 2026, selling an estimated $177K and leaving 37,527 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #306.

Wedmont Private Capital first reported a position in FNDX in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.25M in Q1 2026. 128 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Wedmont Private Capital held 37,527 shares of Schwab Fundamental US Large Company Index ETF worth $1.18M as of Q2 2026.
Wedmont Private Capital sold 5,879 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $177K.
Schwab Fundamental US Large Company Index ETF made up 0.03% of Wedmont Private Capital's portfolio in Q2 2026, its #306 holding.
Wedmont Private Capital first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2023 and has held it in 12 quarters since.
Wedmont Private Capital's Schwab Fundamental US Large Company Index ETF position peaked at $1.25M in Q1 2026.
128 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.