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Clearview Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Clearview Wealth Advisors’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 		$3.74M Buy
137,409
+170
+0.1% +$4.55K 2.37% 11
2025
Q3 		$3.61M Buy
137,239
+7,073
+5% +$180K 2.31% 10
2025
Q2 		$3.19M Buy
130,166
+1,637
+1% +$38.1K 2.23% 11
2025
Q1 		$3.03M Sell
128,529
-58
-0% -$1.4K 2.27% 11
2024
Q4 		$3.04M Buy
128,587
+3,049
+2% +$73.9K 2.31% 9
2024
Q3 		$3M Buy
125,538
+13,050
+12% +$300K 2.31% 9
2024
Q2 		$2.51M Buy
+112,488
New +$2.48M 2.19% 9

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

Clearview Wealth Advisors's FNDX Position: Q4 2025 in Review

Clearview Wealth Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.12% in Q4 2025, buying an estimated $4.55K and bringing the position to 137,409 shares worth $3.74M. The position accounts for 2.37% of the portfolio, ranked #11.

Clearview Wealth Advisors first reported a position in FNDX in Q2 2024 and has held it in 7 quarters since. 748 funds tracked by Wall St. Rank hold FNDX as of Q4 2025.

  • Clearview Wealth Advisors held 137,409 shares of Schwab Fundamental US Large Company Index ETF worth $3.74M as of Q4 2025.
  • Clearview Wealth Advisors bought 170 Schwab Fundamental US Large Company Index ETF shares in Q4 2025, an estimated $4.55K.
  • Schwab Fundamental US Large Company Index ETF made up 2.37% of Clearview Wealth Advisors's portfolio in Q4 2025, its #11 holding.
  • Clearview Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2024 and has held it in 7 quarters since.
  • 748 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.