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

Wilkins Miller 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
Q2 		$5.74M Buy
184,571
+9,585
+5% +$289K 3.16% 9
2026
Q1 		$4.87M Sell
174,986
-4,618
-3% -$131K 2.95% 11
2025
Q4 		$4.89M Buy
179,604
+5,797
+3% +$155K 2.91% 11
2025
Q3 		$4.57M Sell
173,807
-463
-0.3% -$11.8K 2.83% 12
2025
Q2 		$4.28M Buy
174,270
+4,941
+3% +$115K 2.91% 11
2025
Q1 		$4M Sell
169,329
-181
-0.1% -$4.38K 3.01% 12
2024
Q4 		$4.01M Buy
+169,510
New +$4.11M 4.2% 7

Other funds holding FNDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Wilkins Miller Wealth Management's FNDX Position: Q2 2026 in Review

Wilkins Miller Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 5.5% in Q2 2026, buying an estimated $289K and bringing the position to 184,571 shares worth $5.74M. The position accounts for 3.16% of the portfolio, ranked #9.

Wilkins Miller Wealth Management first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. 213 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Wilkins Miller Wealth Management held 184,571 shares of Schwab Fundamental US Large Company Index ETF worth $5.74M as of Q2 2026.
  • Wilkins Miller Wealth Management bought 9,585 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $289K.
  • Schwab Fundamental US Large Company Index ETF made up 3.16% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Wilkins Miller Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 213 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.