Welch Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Welch Group’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	$721K	Buy	22,902 +3,366	+17%	+$108K	0.02%	161
2026 Q2	$608K	Hold	19,536	–	–	0.02%	168
2026 Q1	$544K	Hold	19,536	–	–	0.02%	171
2025 Q4	$532K	Hold	19,536	–	–	0.02%	169
2025 Q3	$514K	Sell	19,536 -5,265	-21%	-$134K	0.02%	165
2025 Q2	$609K	Buy	24,801 +5,265	+27%	+$123K	0.03%	136
2025 Q1	$457K	Hold	19,536	–	–	0.02%	153
2024 Q4	$462K	Hold	19,536	–	–	0.02%	156
2024 Q3	$467K	Hold	19,536	–	–	0.02%	154
2024 Q2	$436K	Hold	19,536	–	–	0.02%	154
2024 Q1	$439K	Hold	19,536	–	–	0.02%	136
2023 Q4	$403K	Hold	19,536	–	–	0.02%	142
2023 Q3	$364K	Sell	19,536 -1,266	-6%	-$24.5K	0.02%	135
2023 Q2	$399K	Hold	20,802	–	–	0.02%	132
2023 Q1	$381K	Sell	20,802 -7,500	-26%	-$138K	0.02%	136
2022 Q4	$504K	Buy	+28,302	New	+$501K	0.03%	117
2022 Q3	–	Sell	-20,382	Closed	-$346K	–	188
2022 Q2	$346K	Hold	20,382	–	–	0.02%	133
2022 Q1	$397K	Hold	20,382	–	–	0.02%	134
2021 Q4	$398K	Buy	+20,382	New	+$387K	0.02%	141

Other funds holding FNDX

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Reston Wealth Management Reston, Virginia $369M AUM 15% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Welch Group's FNDX Position: Q3 2026 in Review

Welch Group increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 17% in Q3 2026, buying an estimated $108K and bringing the position to 22,902 shares worth $721K. The position accounts for 0.02% of the portfolio, ranked #161.

Welch Group first reported a position in FNDX in Q4 2021 and has held it in 19 quarters since. 374 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

Welch Group held 22,902 shares of Schwab Fundamental US Large Company Index ETF worth $721K as of Q3 2026.
Welch Group bought 3,366 Schwab Fundamental US Large Company Index ETF shares in Q3 2026, an estimated $108K.
Schwab Fundamental US Large Company Index ETF made up 0.02% of Welch Group's portfolio in Q3 2026, its #161 holding.
Welch Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and has held it in 19 quarters since.
374 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.