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

Woodside 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 Q1	–	Sell	-1,106	Closed	-$30.1K	–	48
2025 Q4	$30.1K	Buy	1,106 +65	+6%	+$1.74K	0.02%	69
2025 Q3	$27.4K	Hold	1,041	–	–	0.02%	66
2025 Q2	$25.5K	Hold	1,041	–	–	0.02%	63
2025 Q1	$24.6K	Buy	+1,041	New	+$25.2K	0.02%	61

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Woodside Wealth Management's FNDX Position: Q1 2026 in Review

Woodside Wealth Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2026, closing a stake of 1,106 shares — an estimated $30.1K sold.

Woodside Wealth Management first reported a position in FNDX in Q1 2025 and held it in 4 quarters. The position peaked at $30.1K in Q4 2025. 785 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

Woodside Wealth Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2026 after selling out during the quarter.
Woodside Wealth Management sold 1,106 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $30.1K.
Woodside Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2025 and held it in 4 quarters.
Woodside Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $30.1K in Q4 2025.
785 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on Woodside Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.