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

Congress 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
2025
Q2 		$11.5M Sell
470,486
-10,700
-2% -$249K 0.11% 218
2025
Q1 		$11.4M Buy
+481,186
New +$11.6M 0.14% 179

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's FNDX Position: Q2 2025 in Review

Congress Wealth Management reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 2.2% in Q2 2025, selling an estimated $249K and leaving 470,486 shares worth $11.5M. The position accounts for 0.11% of the portfolio, ranked #218.

Congress Wealth Management first reported a position in FNDX in Q1 2025 and has held it in 2 quarters since. 665 funds tracked by Wall St. Rank hold FNDX as of Q2 2025.

  • Congress Wealth Management held 470,486 shares of Schwab Fundamental US Large Company Index ETF worth $11.5M as of Q2 2025.
  • Congress Wealth Management sold 10,700 Schwab Fundamental US Large Company Index ETF shares in Q2 2025, an estimated $249K.
  • Schwab Fundamental US Large Company Index ETF made up 0.11% of Congress Wealth Management's portfolio in Q2 2025, its #218 holding.
  • Congress Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2025 and has held it in 2 quarters since.
  • 665 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.