AWP
FNDX icon

Astra Wealth Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Astra Wealth Partners’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
Q1 		– Sell
-10,245
Closed -$243K – 78
2024
Q4 		$243K Buy
+10,245
New +$248K 0.23% 64

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
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 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
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return

Astra Wealth Partners's FNDX Position: Q1 2025 in Review

Astra Wealth Partners sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2025, closing a stake of 10,245 shares — an estimated $243K sold.

Astra Wealth Partners first reported a position in FNDX in Q4 2024 and held it in 1 quarter. The position peaked at $243K in Q4 2024. 637 funds tracked by Wall St. Rank hold FNDX as of Q1 2025.

  • Astra Wealth Partners reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2025 after selling out during the quarter.
  • Astra Wealth Partners sold 10,245 Schwab Fundamental US Large Company Index ETF shares in Q1 2025, an estimated $243K.
  • Astra Wealth Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and held it in 1 quarter.
  • Astra Wealth Partners's Schwab Fundamental US Large Company Index ETF position peaked at $243K in Q4 2024.
  • 637 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2025.

Based on Astra Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.