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Your Advocates Ltd’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Your Advocates Ltd’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 		$23.5M Sell
754,822
-13,334
-2% -$402K 6.71% 7
2026
Q1 		$21.4M Buy
768,156
+22,211
+3% +$629K 6.52% 7
2025
Q4 		$20.3M Sell
745,945
-13,912
-2% -$372K 6.62% 7
2025
Q3 		$20M Buy
759,857
+462
+0.1% +$11.7K 6.7% 7
2025
Q2 		$18.6M Buy
759,395
+9,970
+1% +$232K 6.7% 7
2025
Q1 		$17.7M Buy
749,425
+20,826
+3% +$503K 6.79% 7
2024
Q4 		$17.3M Sell
728,599
-1,484
-0.2% -$36K 6.86% 7
2024
Q3 		$17.5M Sell
730,083
-15,798
-2% -$363K 6.86% 7
2024
Q2 		$16.7M Buy
745,881
+18,561
+3% +$409K 6.99% 6
2024
Q1 		$16.3M Sell
727,320
-90,354
-11% -$1.92M 6.9% 6
2023
Q4 		$16.9M Sell
817,674
-277,008
-25% -$5.33M 6.79% 6
2023
Q3 		$20.4M Sell
1,094,682
-28,005
-2% -$542K 12.19% 3
2023
Q2 		$21.5M Buy
1,122,687
+35,124
+3% +$649K 11.04% 4
2023
Q1 		$19.9M Buy
1,087,563
+852,252
+362% +$15.6M 10.92% 4
2022
Q4 		$4.19M Buy
235,311
+182,406
+345% +$3.23M 2.42% 11
2022
Q3 		$842K Sell
52,905
-14,865
-22% -$262K 0.5% 16
2022
Q2 		$1.15M Sell
67,770
-344,892
-84% -$6.35M 0.68% 14
2022
Q1 		$8.05M Sell
412,662
-41,784
-9% -$805K 4.57% 7
2021
Q4 		$8.88M Buy
454,446
+7,878
+2% +$150K 5.02% 8
2021
Q3 		$8.03M Buy
446,568
+17,025
+4% +$313K 5.2% 7
2021
Q2 		$7.83M Buy
429,543
+1,668
+0.4% +$30.2K 5.09% 7
2021
Q1 		$7.37M Sell
427,875
-1,341
-0.3% -$21.9K 5.45% 8
2020
Q4 		$6.48M Sell
429,216
-24,513
-5% -$346K 4.77% 11
2020
Q3 		$5.86M Buy
453,729
+257,799
+132% +$3.35M 4.6% 9
2020
Q2 		$2.49M Sell
195,930
-454,086
-70% -$5.35M 1.73% 12
2020
Q1 		$6.79M Buy
650,016
+303,612
+88% +$3.96M 5.86% 11
2019
Q4 		$4.93M Buy
+346,404
New +$4.73M 3.89% 10

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

Your Advocates Ltd's FNDX Position: Q2 2026 in Review

Your Advocates Ltd reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.7% in Q2 2026, selling an estimated $402K and leaving 754,822 shares worth $23.5M. The position accounts for 6.71% of the portfolio, ranked #7.

Your Advocates Ltd first reported a position in FNDX in Q4 2019 and has held it in 27 quarters since. 836 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Your Advocates Ltd held 754,822 shares of Schwab Fundamental US Large Company Index ETF worth $23.5M as of Q2 2026.
  • Your Advocates Ltd sold 13,334 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $402K.
  • Schwab Fundamental US Large Company Index ETF made up 6.71% of Your Advocates Ltd's portfolio in Q2 2026, its #7 holding.
  • Your Advocates Ltd first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2019 and has held it in 27 quarters since.
  • 836 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.