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Abich Financial Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$4.18K Buy
+159
New +$4.04K ﹤0.01% 522
2024
Q3 		– Sell
-99
Closed -$2.21K – 572
2024
Q2 		$2.21K Hold
99
– – ﹤0.01% 469
2024
Q1 		$2.22K Hold
99
– – ﹤0.01% 371
2023
Q4 		$2.04K Buy
+99
New +$1.9K ﹤0.01% 324

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Abich Financial Wealth Management's FNDX Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2025: 159 shares worth $4.18K. The stake represents ﹤0.01% of the portfolio and ranks #522 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in FNDX as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in FNDX in Q4 2023 and has held it in 4 quarters since. 696 funds tracked by Wall St. Rank hold FNDX as of Q3 2025.

  • Abich Financial Wealth Management held 159 shares of Schwab Fundamental US Large Company Index ETF worth $4.18K as of Q3 2025.
  • Schwab Fundamental US Large Company Index ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #522 holding.
  • Abich Financial Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 4 quarters since.
  • 696 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.