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Wingate Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Wingate Wealth 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 		$8.78M Buy
282,455
+8,850
+3% +$267K 3.87% 5
2026
Q1 		$7.62M Buy
273,605
+28,276
+12% +$801K 4.07% 4
2025
Q4 		$6.68M Buy
245,329
+4,881
+2% +$131K 3.72% 5
2025
Q3 		$6.32M Buy
240,448
+30,586
+15% +$777K 4.38% 3
2025
Q2 		$5.15M Buy
209,862
+77,430
+58% +$1.8M 4.59% 2
2025
Q1 		$3.13M Buy
132,432
+21,489
+19% +$519K 3.6% 2
2024
Q4 		$2.63M Buy
+110,943
New +$2.69M 2.58% 4

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

Wingate Wealth Advisors's FNDX Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 3.2% in Q2 2026, buying an estimated $267K and bringing the position to 282,455 shares worth $8.78M. The position accounts for 3.87% of the portfolio, ranked #5.

Wingate Wealth Advisors first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. 836 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Wingate Wealth Advisors held 282,455 shares of Schwab Fundamental US Large Company Index ETF worth $8.78M as of Q2 2026.
  • Wingate Wealth Advisors bought 8,850 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $267K.
  • Schwab Fundamental US Large Company Index ETF made up 3.87% of Wingate Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Wingate Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 836 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.