Berkshire Money Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Berkshire Money 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	–	Sell	-2,112	Closed	-$51.8K	–	72
2025 Q2	$51.8K	Buy	+2,112	New	+$49.1K	0.01%	131
2024 Q2	–	Sell	-23,967	Closed	-$538K	–	49
2024 Q1	$538K	Sell	23,967 -7,845	-25%	-$167K	0.07%	45
2023 Q4	$657K	Buy	+31,812	New	+$612K	0.09%	35
2023 Q1	–	Sell	-35,280	Closed	-$628K	–	46
2022 Q4	$628K	Sell	35,280 -34,401	-49%	-$609K	0.1%	40
2022 Q3	$1.11M	Buy	+69,681	New	+$1.23M	0.19%	34
2020 Q3	–	Sell	-27,972	Closed	-$343K	–	33
2020 Q2	$343K	Buy	27,972 +1,290	+5%	+$15.2K	0.08%	37
2020 Q1	$279K	Buy	26,682 +2,427	+10%	+$31.6K	0.07%	36
2019 Q4	$345K	Buy	24,255 +714	+3%	+$9.75K	0.07%	30
2019 Q3	$310K	Sell	23,541 -4,059	-15%	-$52.9K	0.06%	30
2019 Q2	$360K	Buy	27,600 +1,059	+4%	+$13.6K	0.08%	29
2019 Q1	$336K	Buy	26,541 +1,695	+7%	+$20.8K	0.07%	25
2018 Q4	$281K	Buy	24,846 +5,961	+32%	+$73.5K	0.07%	27
2018 Q3	$250K	Buy	+18,885	New	+$245K	0.06%	24

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

SEIA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Berkshire Money Management's FNDX Position: Q3 2025 in Review

Berkshire Money Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2025, closing a stake of 2,112 shares — an estimated $51.8K sold.

Berkshire Money Management first reported a position in FNDX in Q3 2018 and held it in 13 quarters. The position peaked at $1.11M in Q3 2022. 697 funds tracked by Wall St. Rank hold FNDX as of Q3 2025.

Berkshire Money Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q3 2025 after selling out during the quarter.
Berkshire Money Management sold 2,112 Schwab Fundamental US Large Company Index ETF shares in Q3 2025, an estimated $51.8K.
Berkshire Money Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2018 and held it in 13 quarters.
Berkshire Money Management's Schwab Fundamental US Large Company Index ETF position peaked at $1.11M in Q3 2022.
697 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2025.

Based on Berkshire Money Management's 13F filing for Q3 2025, filed 14 Oct 2025.