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Wiser Advisor Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Wiser Advisor Group’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 		$8.9K Buy
286
+1
+0.4% +$30 0.01% 180
2026
Q1 		$7.94K Sell
285
-37
-11% -$1.05K 0.01% 176
2025
Q4 		$8.76K Buy
322
+2
+0.6% +$54 0.01% 175
2025
Q3 		$8.43K Buy
+320
New +$8.13K 0.01% 186
2025
Q2 		– Sell
-318
Closed -$7.5K – 120
2025
Q1 		$7.5K Buy
318
+2
+0.6% +$48 0.01% 194
2024
Q4 		$7.49K Buy
316
+1
+0.3% +$24 0.01% 197
2024
Q3 		$7.53K Buy
315
+3
+1% +$69 0.01% 200
2024
Q2 		$6.97K Hold
312
– – 0.01% 209
2024
Q1 		$7.01K Hold
312
– – 0.01% 208
2023
Q4 		$6.41K Buy
+312
New +$6K 0.01% 205

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

Wiser Advisor Group's FNDX Position: Q2 2026 in Review

Wiser Advisor Group increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.35% in Q2 2026, buying an estimated $30 and bringing the position to 286 shares worth $8.9K. The position accounts for 0.01% of the portfolio, ranked #180.

Wiser Advisor Group first reported a position in FNDX in Q4 2023 and has held it in 10 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Wiser Advisor Group held 286 shares of Schwab Fundamental US Large Company Index ETF worth $8.9K as of Q2 2026.
  • Wiser Advisor Group bought 1 Schwab Fundamental US Large Company Index ETF share in Q2 2026, an estimated $30.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #180 holding.
  • Wiser Advisor Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 10 quarters since.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.