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

Accredited 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 		$7.89K Sell
286
-14
-5% -$355 0.01% 287
2025
Q2 		$7.36K Hold
300
– – 0.01% 291
2025
Q1 		$7.08K Hold
300
– – 0.01% 272
2024
Q4 		$7.1K Buy
+300
New +$7.27K 0.01% 270

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 $374B AUM 17.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 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

Accredited Wealth Management's FNDX Position: Q3 2025 in Review

Accredited Wealth Management reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 4.7% in Q3 2025, selling an estimated $355 and leaving 286 shares worth $7.89K. The position accounts for 0.01% of the portfolio, ranked #287.

Accredited Wealth Management first reported a position in FNDX in Q4 2024 and has held it in 4 quarters since. 696 funds tracked by Wall St. Rank hold FNDX as of Q3 2025.

  • Accredited Wealth Management held 286 shares of Schwab Fundamental US Large Company Index ETF worth $7.89K as of Q3 2025.
  • Accredited Wealth Management sold 14 Schwab Fundamental US Large Company Index ETF shares in Q3 2025, an estimated $355.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #287 holding.
  • Accredited Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 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 Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.