WEG
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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
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

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
RCM
Richardson Capital Management Menomonee Falls, Wisconsin $234M AUM 22.66% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

World Equity Group's FNDX Position: Q2 2026 in Review

World Equity Group increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 3.6% in Q2 2026, buying an estimated $90.7K and bringing the position to 87,295 shares worth $2.71M. The position accounts for 0.61% of the portfolio, ranked #34.

World Equity Group first reported a position in FNDX in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.82M in Q1 2024. 172 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • World Equity Group held 87,295 shares of Schwab Fundamental US Large Company Index ETF worth $2.71M as of Q2 2026.
  • World Equity Group bought 3,007 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $90.7K.
  • Schwab Fundamental US Large Company Index ETF made up 0.61% of World Equity Group's portfolio in Q2 2026, its #34 holding.
  • World Equity Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2022 and has held it in 11 quarters since.
  • World Equity Group's Schwab Fundamental US Large Company Index ETF position peaked at $2.82M in Q1 2024.
  • 172 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.