BJL
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Brighton Jones LLC’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Brighton Jones LLC’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
Q4 		– Sell
-7,887
Closed -$207K – 380
2025
Q3 		$207K Sell
7,887
-902
-10% -$22.9K 0.01% 949
2025
Q2 		$216K Buy
+8,789
New +$204K 0.01% 845
2024
Q1 		– Sell
-9,828
Closed -$203K – 637
2023
Q4 		$203K Buy
+9,828
New +$189K 0.01% 543
2022
Q4 		– Sell
-15,711
Closed -$250K – 493
2022
Q3 		$250K Buy
15,711
+882
+6% +$15.6K 0.01% 369
2022
Q2 		$252K Buy
14,829
+72
+0.5% +$1.32K 0.01% 365
2022
Q1 		$288K Buy
14,757
+48
+0.3% +$925 0.01% 370
2021
Q4 		$287K Buy
14,709
+69
+0.5% +$1.31K 0.01% 384
2021
Q3 		$263K Sell
14,640
-636
-4% -$11.7K 0.01% 387
2021
Q2 		$279K Buy
+15,276
New +$276K 0.01% 365

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 $57.2B AUM 18.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $4.94B AUM 23.73% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return