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Binnacle Investments’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Binnacle Investments’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 		$7.02K Hold
267
– – ﹤0.01% 475
2025
Q2 		$6.55K Buy
+267
New +$6.21K ﹤0.01% 429

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

Binnacle Investments's FNDX Position: Q3 2025 in Review

Binnacle Investments held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q3 2025 at 267 shares worth $7.02K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Binnacle Investments first reported a position in FNDX in Q2 2025 and has held it in 2 quarters since. 696 funds tracked by Wall St. Rank hold FNDX as of Q3 2025.

  • Binnacle Investments held 267 shares of Schwab Fundamental US Large Company Index ETF worth $7.02K as of Q3 2025.
  • Binnacle Investments left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q3 2025.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Binnacle Investments's portfolio in Q3 2025, its #475 holding.
  • Binnacle Investments first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2025 and has held it in 2 quarters since.
  • 696 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.