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Coppell Advisory Solutions’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-144
Closed -$3.4K – 878
2024
Q4 		$3.4K Hold
144
– – ﹤0.01% 1427
2024
Q3 		$3.43K Sell
144
-864
-86% -$19.9K ﹤0.01% 1340
2024
Q2 		$22.5K Buy
+1,008
New +$22.2K ﹤0.01% 737

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
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
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 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
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return

Coppell Advisory Solutions's FNDX Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2025, closing a stake of 144 shares — an estimated $3.4K sold.

Coppell Advisory Solutions first reported a position in FNDX in Q2 2024 and held it in 3 quarters. The position peaked at $22.5K in Q2 2024. 637 funds tracked by Wall St. Rank hold FNDX as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 144 Schwab Fundamental US Large Company Index ETF shares in Q1 2025, an estimated $3.4K.
  • Coppell Advisory Solutions first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Schwab Fundamental US Large Company Index ETF position peaked at $22.5K in Q2 2024.
  • 637 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.