World Equity Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

World Equity 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 Q3	$489K	Sell	15,528 -71,767	-82%	-$2.3M	0.2%	110
2026 Q2	$2.71M	Buy	87,295 +3,007	+4%	+$90.7K	0.61%	34
2026 Q1	$2.35M	Buy	84,288 +5,893	+8%	+$167K	0.61%	33
2025 Q4	$2.13M	Buy	78,395 +2,647	+3%	+$70.8K	0.6%	33
2025 Q3	$1.99M	Buy	75,748 +3,987	+6%	+$101K	0.45%	46
2025 Q2	$1.76M	Buy	71,761 +31,198	+77%	+$726K	0.48%	41
2025 Q1	$958K	Sell	40,563 -36,283	-47%	-$877K	0.27%	79
2024 Q4	$1.82M	Buy	76,846 +38,218	+99%	+$927K	0.39%	52
2024 Q3	$924K	Sell	38,628 -31,626	-45%	-$728K	0.33%	69
2024 Q2	$1.57M	Sell	70,254 -55,224	-44%	-$1.22M	0.47%	57
2024 Q1	$2.82M	Buy	+125,478	New	+$2.67M	0.58%	43
2022 Q2	–	Sell	-80,394	Closed	-$1.57M	–	357
2022 Q1	$1.57M	Buy	+80,394	New	+$1.55M	0.34%	80

Other funds holding FNDX

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

World Equity Group's FNDX Position: Q3 2026 in Review

World Equity Group reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 82% in Q3 2026, selling an estimated $2.3M and leaving 15,528 shares worth $489K. The position accounts for 0.2% of the portfolio, ranked #110.

World Equity Group first reported a position in FNDX in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.82M in Q1 2024. 216 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

World Equity Group held 15,528 shares of Schwab Fundamental US Large Company Index ETF worth $489K as of Q3 2026.
World Equity Group sold 71,767 Schwab Fundamental US Large Company Index ETF shares in Q3 2026, an estimated $2.3M.
Schwab Fundamental US Large Company Index ETF made up 0.2% of World Equity Group's portfolio in Q3 2026, its #110 holding.
World Equity Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2022 and has held it in 12 quarters since.
World Equity Group's Schwab Fundamental US Large Company Index ETF position peaked at $2.82M in Q1 2024.
216 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.