Question 1

How many shares of FNDX does WEALTH ENHANCEMENT ADVISORY SERVICES, LLC own?

Accepted Answer

As of 2026-Q2, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 440,070 shares of FNDX (SCHWAB FNDMNTL US LRG CO ETF).

Question 2

What is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's FNDX position worth?

Accepted Answer

As of 2026-Q2, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's FNDX position is worth $13.8M.

Question 3

Is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC buying or selling FNDX?

Accepted Answer

In 2026-Q2, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC increased their FNDX position (+45.7% change in shares).

Question 4

When did WEALTH ENHANCEMENT ADVISORY SERVICES, LLC first buy FNDX?

Accepted Answer

Based on available 13F filings, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC first reported a position in FNDX in 2024-Q3. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	440,070	+45.7%	$13.8M	0.0%	$31.10	38
2026-Q1	Decreased	302,089	-45.7%	$8.5M	0.0%	$28.70	0
2025-Q4	Decreased	556,683	-12.3%	$15.5M	0.0%	$27.41	0
2025-Q3	Increased	634,841	+26.5%	$16.8M	0.0%	$26.16	35
2025-Q2	Increased	501,777	+0.4%	$12.6M	0.0%	$24.24	28
2025-Q1	Decreased	499,713	-15.6%	$11.8M	0.0%	$23.08	0
2024-Q4	Increased	591,771	+249.3%	$14M	0.0%	$23.23	45
2024-Q3	Increased	169,424	+0.5%	$12.2M	0.0%	$23.32	28