Atria Wealth Solutions’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Atria Wealth Solutions’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	$638K	Sell	25,951 -19,563	-43%	-$455K	0.01%	814
2025 Q1	$1.07M	Sell	45,514 -31,458	-41%	-$760K	0.01%	857
2024 Q4	$1.82M	Buy	76,972 +4,264	+6%	+$103K	0.02%	677
2024 Q3	$1.74M	Buy	72,708 +28,209	+63%	+$649K	0.02%	686
2024 Q2	$996K	Sell	44,499 -14,685	-25%	-$324K	0.01%	904
2024 Q1	$1.33M	Buy	59,184 +24,174	+69%	+$514K	0.02%	789
2023 Q4	$723K	Buy	35,010 +9,858	+39%	+$190K	0.01%	1021
2023 Q3	$469K	Buy	25,152 +2,700	+12%	+$52.2K	0.01%	1161
2023 Q2	$431K	Buy	22,452 +219	+1%	+$4.05K	0.01%	1231
2023 Q1	$407K	Buy	22,233 +330	+2%	+$6.05K	0.01%	1255
2022 Q4	$390K	Buy	21,903 +5,457	+33%	+$96.6K	0.01%	1212
2022 Q3	$262K	Sell	16,446 -156	-0.9%	-$2.75K	﹤0.01%	1385
2022 Q2	$282K	Sell	16,602 -383,610	-96%	-$7.06M	0.01%	1243
2022 Q1	$7.8M	Buy	+400,212	New	+$7.71M	0.13%	168

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 22.96% 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

Atria Wealth Solutions's FNDX Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 43% in Q2 2025, selling an estimated $455K and leaving 25,951 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #814.

Atria Wealth Solutions first reported a position in FNDX in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.8M in Q1 2022. 665 funds tracked by Wall St. Rank hold FNDX as of Q2 2025.

Atria Wealth Solutions held 25,951 shares of Schwab Fundamental US Large Company Index ETF worth $638K as of Q2 2025.
Atria Wealth Solutions sold 19,563 Schwab Fundamental US Large Company Index ETF shares in Q2 2025, an estimated $455K.
Schwab Fundamental US Large Company Index ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #814 holding.
Atria Wealth Solutions first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Schwab Fundamental US Large Company Index ETF position peaked at $7.8M in Q1 2022.
665 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.