Center for Financial Planning’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Center for Financial Planning’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	–	Sell	-131	Closed	-$3.09K	–	676
2025 Q1	$3.09K	Buy	+131	New	+$3.17K	﹤0.01%	563
2023 Q3	–	Sell	-21	Closed	-$403	–	537
2023 Q2	$403	Hold	21	–	–	﹤0.01%	544
2023 Q1	$385	Hold	21	–	–	﹤0.01%	507
2022 Q4	$374	Sell	21 -360	-94%	-$6.37K	﹤0.01%	515
2022 Q3	$6K	Buy	381 +360	+1,714%	+$6.35K	﹤0.01%	405
2022 Q2	$0	Hold	21	–	–	﹤0.01%	545
2022 Q1	$0	Buy	+21	New	+$405	﹤0.01%	553
2020 Q2	–	Sell	-2,778	Closed	-$29K	–	496
2020 Q1	$29K	Hold	2,778	–	–	0.01%	220
2019 Q4	$40K	Buy	+2,778	New	+$37.9K	0.01%	206

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 22.9% 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

Center for Financial Planning's FNDX Position: Q2 2025 in Review

Center for Financial Planning sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2025, closing a stake of 131 shares — an estimated $3.09K sold.

Center for Financial Planning first reported a position in FNDX in Q4 2019 and held it in 9 quarters. The position peaked at $40K in Q4 2019. 666 funds tracked by Wall St. Rank hold FNDX as of Q2 2025.

Center for Financial Planning reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2025 after selling out during the quarter.
Center for Financial Planning sold 131 Schwab Fundamental US Large Company Index ETF shares in Q2 2025, an estimated $3.09K.
Center for Financial Planning first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2019 and held it in 9 quarters.
Center for Financial Planning's Schwab Fundamental US Large Company Index ETF position peaked at $40K in Q4 2019.
666 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.