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BOLTON SECURITIES CORPORATION’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$18.8K Buy
+675
New +$19.1K ﹤0.01% 1471
2025
Q3 		$17.8K Buy
+675
New +$17.1K ﹤0.01% 1413
2025
Q1 		$15.9K Buy
+675
New +$16.3K ﹤0.01% 1333

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 $30.6B AUM 20.91% 1-Year Est. Return
Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FNDX Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2026: 675 shares worth $18.8K. The stake represents ﹤0.01% of the portfolio and ranks #1471 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in FNDX as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in FNDX in Q1 2025 and has held it in 3 quarters since. 790 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 675 shares of Schwab Fundamental US Large Company Index ETF worth $18.8K as of Q1 2026.
  • Schwab Fundamental US Large Company Index ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1471 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2025 and has held it in 3 quarters since.
  • 790 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.