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Westside Investment Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Westside Investment 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
Q2 		$7.4K Hold
238
– – ﹤0.01% 1183
2026
Q1 		$6.63K Hold
238
– – ﹤0.01% 1206
2025
Q4 		$6.48K Hold
238
– – ﹤0.01% 1195
2025
Q3 		$6.26K Hold
238
– – ﹤0.01% 1236
2025
Q2 		$5.84K Hold
238
– – ﹤0.01% 1129
2025
Q1 		$5.62K Buy
+238
New +$5.75K ﹤0.01% 767

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

Westside Investment Management's FNDX Position: Q2 2026 in Review

Westside Investment Management held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 238 shares worth $7.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Westside Investment Management first reported a position in FNDX in Q1 2025 and has held it in 6 quarters since. 840 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Westside Investment Management held 238 shares of Schwab Fundamental US Large Company Index ETF worth $7.4K as of Q2 2026.
  • Westside Investment Management left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1183 holding.
  • Westside Investment Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 840 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.