CIBC Private Wealth Group
FNDX icon

CIBC Private Wealth Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

CIBC Private Wealth Group’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 		$2.3M Buy
84,475
+4,169
+5% +$112K ﹤0.01% 548
2025
Q3 		$2.11M Buy
80,306
+5,381
+7% +$137K ﹤0.01% 554
2025
Q2 		$1.84M Sell
74,925
-18,178
-20% -$423K ﹤0.01% 570
2025
Q1 		$1.94M Sell
93,103
-1,929
-2% -$46.6K ﹤0.01% 536
2024
Q4 		$2.26M Buy
95,032
+3,100
+3% +$75.2K ﹤0.01% 545
2024
Q3 		$2.2M Buy
91,932
+5,061
+6% +$116K ﹤0.01% 550
2024
Q2 		$1.95M Sell
86,871
-4,869
-5% -$107K ﹤0.01% 549
2024
Q1 		$2.05M Buy
91,740
+4,386
+5% +$93.2K ﹤0.01% 541
2023
Q4 		$1.8M Buy
87,354
+31,623
+57% +$608K ﹤0.01% 529
2023
Q3 		$1.04M Buy
55,731
+1,551
+3% +$30K ﹤0.01% 599
2023
Q2 		$1.04M Sell
54,180
-59,952
-53% -$1.11M ﹤0.01% 591
2023
Q1 		$2.27M Buy
114,132
+19,317
+20% +$354K 0.01% 496
2022
Q4 		$538K Buy
94,815
+28,113
+42% +$497K ﹤0.01% 601
2022
Q3 		$1.06M Sell
66,702
-321
-0.5% -$5.67K ﹤0.01% 580
2022
Q2 		$1.14M Sell
67,023
-27,843
-29% -$513K ﹤0.01% 579
2022
Q1 		$1.85M Sell
94,866
-6,777
-7% -$131K ﹤0.01% 538
2021
Q4 		$1.99M Buy
101,643
+41,772
+70% +$793K ﹤0.01% 524
2021
Q3 		$1.08M Buy
59,871
+1,665
+3% +$30.6K ﹤0.01% 614
2021
Q2 		$1.06M Buy
58,206
+123
+0.2% +$2.22K ﹤0.01% 651
2021
Q1 		$1M Buy
+58,083
New +$947K ﹤0.01% 668
2018
Q3 		– Sell
-19,035
Closed -$237K – 1223
2018
Q2 		$237K Buy
+19,035
New +$237K ﹤0.01% 894

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
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 $432B 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 $5.56B AUM 26.66% 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

CIBC Private Wealth Group's FNDX Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 5.2% in Q4 2025, buying an estimated $112K and bringing the position to 84,475 shares worth $2.3M. The position accounts for ﹤0.01% of the portfolio, ranked #548.

CIBC Private Wealth Group first reported a position in FNDX in Q2 2018 and has held it in 21 quarters since. 748 funds tracked by Wall St. Rank hold FNDX as of Q4 2025.

  • CIBC Private Wealth Group held 84,475 shares of Schwab Fundamental US Large Company Index ETF worth $2.3M as of Q4 2025.
  • CIBC Private Wealth Group bought 4,169 Schwab Fundamental US Large Company Index ETF shares in Q4 2025, an estimated $112K.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #548 holding.
  • CIBC Private Wealth Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2018 and has held it in 21 quarters since.
  • 748 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.