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 2019-Q2. 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
2024-Q2	Increased	168,639	+2.6%	$11.3M	0.0%	$21.74	29
2024-Q1	Increased	164,360	+67.1%	$11.1M	0.0%	$21.77	41
2023-Q4	Decreased	98,384	-7.8%	$6.1M	0.0%	$19.93	0
2023-Q3	Increased	106,712	+219.0%	$6M	0.0%	$17.91	44
2023-Q2	Increased	33,452	+18.9%	$1.9M	0.0%	$18.17	30
2023-Q1	Increased	28,140	+68.2%	$1.5M	0.0%	$17.19	38
2022-Q4	Increased	16,727	+0.2%	$933,884	0.0%	$16.85	25
2022-Q3	Increased	16,701	+9.8%	$817,000	0.0%	$15.21	27
2022-Q2	Decreased	15,208	-0.1%	$788,000	0.0%	$16.00	0
2022-Q1	Increased	15,227	+0.5%	$894,000	0.0%	$18.41	25
2021-Q4	Decreased	15,145	-12.2%	$875,000	0.0%	$18.11	0
2021-Q3	Decreased	17,249	-0.9%	$984,000	0.0%	$16.84	0
2021-Q2	Decreased	17,398	-16.8%	$949,000	0.0%	$16.67	0
2021-Q1	Increased	20,898	+0.1%	$1.1M	0.0%	$15.79	25
2020-Q4	Decreased	20,880	-2.7%	$979,000	0.0%	$13.68	0
2020-Q3	Increased	21,454	+0.2%	$877,000	0.0%	$11.60	25
2020-Q2	Decreased	21,415	-48.9%	$828,000	0.0%	$10.89	0
2020-Q1	Increased	41,935	+170.4%	$1.5M	0.1%	$9.48	41
2019-Q4	Increased	15,510	+21.1%	$662,000	0.0%	$12.56	29
2019-Q3	Decreased	12,813	-3.0%	$504,000	0.0%	$11.53	0
2019-Q2	New	13,205	-	$528,000	0.0%	$11.40	33

FNDX29 quarters

FNDX
29 quarters