Westco Advisory Services’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$400K Sell
12,847
-55
-0.4% -$1.66K 0.24% 66
2026
Q1
$359K Sell
12,902
-171
-1% -$4.85K 0.23% 70
2025
Q4
$356K Buy
+13,073
New +$350K 0.22% 66

Other funds holding FNDX

Westco Advisory Services's FNDX Position: Q2 2026 in Review

Westco Advisory Services reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.43% in Q2 2026, selling an estimated $1.66K and leaving 12,847 shares worth $400K. The position accounts for 0.24% of the portfolio, ranked #66.

Westco Advisory Services first reported a position in FNDX in Q4 2025 and has held it in 3 quarters since. 833 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Westco Advisory Services held 12,847 shares of Schwab Fundamental US Large Company Index ETF worth $400K as of Q2 2026.
  • Westco Advisory Services sold 55 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $1.66K.
  • Schwab Fundamental US Large Company Index ETF made up 0.24% of Westco Advisory Services's portfolio in Q2 2026, its #66 holding.
  • Westco Advisory Services first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 833 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.