WCA
FNDX icon

Westover Capital Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Westover Capital Advisors’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 		$372K Sell
11,967
-459
-4% -$13.9K 0.06% 186
2026
Q1 		$346K Sell
12,426
-349
-3% -$9.89K 0.06% 180
2025
Q4 		$348K Buy
12,775
+42
+0.3% +$1.12K 0.06% 183
2025
Q3 		$335K Buy
12,733
+6
+0% +$152 0.06% 178
2025
Q2 		$312K Sell
12,727
-389
-3% -$9.05K 0.06% 186
2025
Q1 		$310K Buy
13,116
+1,642
+14% +$39.7K 0.07% 190
2024
Q4 		$272K Sell
11,474
-11,110
-49% -$269K 0.06% 199
2024
Q3 		$540K Buy
22,584
+11,034
+96% +$254K 0.1% 137
2024
Q2 		$258K Buy
11,550
+429
+4% +$9.46K 0.07% 185
2024
Q1 		$250K Buy
11,121
+1,344
+14% +$28.6K 0.07% 162
2023
Q4 		$202K Buy
+9,777
New +$188K 0.07% 171

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Westover Capital Advisors's FNDX Position: Q2 2026 in Review

Westover Capital Advisors reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 3.7% in Q2 2026, selling an estimated $13.9K and leaving 11,967 shares worth $372K. The position accounts for 0.06% of the portfolio, ranked #186.

Westover Capital Advisors first reported a position in FNDX in Q4 2023 and has held it in 11 quarters since. The position peaked at $540K in Q3 2024. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Westover Capital Advisors held 11,967 shares of Schwab Fundamental US Large Company Index ETF worth $372K as of Q2 2026.
  • Westover Capital Advisors sold 459 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $13.9K.
  • Schwab Fundamental US Large Company Index ETF made up 0.06% of Westover Capital Advisors's portfolio in Q2 2026, its #186 holding.
  • Westover Capital Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 11 quarters since.
  • Westover Capital Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $540K in Q3 2024.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.