Atlas Capital Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Atlas Capital Advisors’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 Q2	$2.8K	Hold	114	–	–	﹤0.01%	852
2025 Q1	$2.69K	Hold	114	–	–	﹤0.01%	894
2024 Q4	$2.7K	Hold	114	–	–	﹤0.01%	858
2024 Q3	$2.73K	Hold	114	–	–	﹤0.01%	812
2024 Q2	$2.55K	Hold	114	–	–	﹤0.01%	816
2024 Q1	$2.56K	Hold	114	–	–	﹤0.01%	798
2023 Q4	$2.35K	Hold	114	–	–	﹤0.01%	825
2023 Q3	$2.13K	Hold	114	–	–	﹤0.01%	805
2023 Q2	$2.19K	Hold	114	–	–	﹤0.01%	823
2023 Q1	$2.09K	Hold	114	–	–	﹤0.01%	834
2022 Q4	$2.03K	Hold	114	–	–	﹤0.01%	830
2022 Q3	$1.81K	Hold	114	–	–	﹤0.01%	839
2022 Q2	$1.93K	Hold	114	–	–	﹤0.01%	910
2022 Q1	$2.22K	Hold	114	–	–	﹤0.01%	838
2021 Q4	$2.23K	Hold	114	–	–	﹤0.01%	840
2021 Q3	$2.05K	Hold	114	–	–	﹤0.01%	861
2021 Q2	$2.08K	Hold	114	–	–	﹤0.01%	874
2021 Q1	$1.96K	Hold	114	–	–	﹤0.01%	778
2020 Q4	$1.72K	Buy	+114	New	+$1.61K	﹤0.01%	638
2020 Q3	–	Sell	-69	Closed	-$848	–	411
2020 Q2	$848	Sell	69 -3,258	-98%	-$38.4K	﹤0.01%	659
2020 Q1	$34.7K	Hold	3,327	–	–	0.01%	473
2019 Q4	$47.3K	Sell	3,327 -30	-0.9%	-$410	0.01%	474
2019 Q3	$44.3K	Sell	3,357 -27	-0.8%	-$352	0.01%	471
2019 Q2	$44.1K	Buy	+3,384	New	+$43.4K	0.01%	486

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlas Capital Advisors's FNDX Position: Q2 2025 in Review

Atlas Capital Advisors held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2025 at 114 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Atlas Capital Advisors first reported a position in FNDX in Q2 2019 and has held it in 24 quarters since. The position peaked at $47.3K in Q4 2019. 666 funds tracked by Wall St. Rank hold FNDX as of Q2 2025.

Atlas Capital Advisors held 114 shares of Schwab Fundamental US Large Company Index ETF worth $2.8K as of Q2 2025.
Atlas Capital Advisors left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2025.
Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2025, its #852 holding.
Atlas Capital Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2019 and has held it in 24 quarters since.
Atlas Capital Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $47.3K in Q4 2019.
666 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.