Western Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Western Wealth Management's FNDX Position: Q2 2026 in Review

Western Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 29% in Q2 2026, buying an estimated $1.06M and bringing the position to 156,756 shares worth $4.88M. The position accounts for 0.16% of the portfolio, ranked #129.

Western Wealth Management first reported a position in FNDX in Q4 2021 and has held it in 13 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

• Western Wealth Management held 156,756 shares of Schwab Fundamental US Large Company Index ETF worth $4.88M as of Q2 2026.
• Western Wealth Management bought 35,119 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $1.06M.
• Schwab Fundamental US Large Company Index ETF made up 0.16% of Western Wealth Management's portfolio in Q2 2026, its #129 holding.
• Western Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and has held it in 13 quarters since.
• 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.