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

Western Wealth Management’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
Q1 		$3.39M Buy
121,637
+77,067
+173% +$2.18M 0.13% 167
2025
Q4 		$1.21M Buy
44,570
+24,593
+123% +$658K 0.06% 304
2025
Q3 		$525K Sell
19,977
-147
-0.7% -$3.73K 0.03% 434
2025
Q2 		$494K Buy
20,124
+1,244
+7% +$28.9K 0.03% 415
2025
Q1 		$446K Buy
18,880
+5,407
+40% +$131K 0.03% 423
2024
Q4 		$319K Sell
13,473
-10,221
-43% -$248K 0.02% 504
2024
Q3 		$567K Buy
23,694
+13,068
+123% +$301K 0.03% 431
2024
Q2 		$237K Sell
10,626
-36
-0.3% -$794 0.02% 574
2024
Q1 		$240K Sell
10,662
-7,020
-40% -$149K 0.02% 571
2023
Q4 		$365K Buy
17,682
+1,659
+10% +$31.9K 0.03% 499
2023
Q3 		$299K Buy
+16,023
New +$310K 0.03% 511
2022
Q1 		– Sell
-11,865
Closed -$233K – 836
2021
Q4 		$233K Buy
+11,865
New +$225K 0.02% 545

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Western Wealth Management's FNDX Position: Q1 2026 in Review

Western Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 173% in Q1 2026, buying an estimated $2.18M and bringing the position to 121,637 shares worth $3.39M. The position accounts for 0.13% of the portfolio, ranked #167.

Western Wealth Management first reported a position in FNDX in Q4 2021 and has held it in 12 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • Western Wealth Management held 121,637 shares of Schwab Fundamental US Large Company Index ETF worth $3.39M as of Q1 2026.
  • Western Wealth Management bought 77,067 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $2.18M.
  • Schwab Fundamental US Large Company Index ETF made up 0.13% of Western Wealth Management's portfolio in Q1 2026, its #167 holding.
  • Western Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and has held it in 12 quarters since.
  • 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.