Cherry Tree Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Cherry Tree Wealth Management’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 Q3	$9.5K	Buy	+302	New	+$9.7K	﹤0.01%	439

Other funds holding FNDX

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Cherry Tree Wealth Management's FNDX Position: Q3 2026 in Review

Cherry Tree Wealth Management opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2026: 302 shares worth $9.5K. The stake represents ﹤0.01% of the portfolio and ranks #439 among its holdings.

345 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

Cherry Tree Wealth Management held 302 shares of Schwab Fundamental US Large Company Index ETF worth $9.5K as of Q3 2026.
Schwab Fundamental US Large Company Index ETF was a new Cherry Tree Wealth Management position in Q3 2026.
Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #439 holding.
345 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.