BAWC
FNDX icon

Boyce & Associates Wealth Consulting’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Boyce & Associates Wealth Consulting’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
2026
Q1 		$6.58M Buy
236,154
+6,689
+3% +$190K 4.98% 5
2025
Q4 		$6.24M Buy
229,465
+4,547
+2% +$122K 5.23% 5
2025
Q3 		$5.92M Buy
224,918
+43,207
+24% +$1.1M 4.84% 7
2025
Q2 		$4.47M Buy
181,711
+169,249
+1,358% +$3.94M 4.08% 6
2025
Q1 		$294K Buy
12,462
+2,100
+20% +$50.8K 0.29% 53
2024
Q4 		$245K Hold
10,362
– – 0.25% 63
2024
Q3 		$248K Hold
10,362
– – 0.26% 63
2024
Q2 		$231K Sell
10,362
-249
-2% -$5.49K 0.27% 62
2024
Q1 		$238K Buy
+10,611
New +$226K 0.31% 52

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return