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 $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

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return