Copperwynd Financial’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Copperwynd Financial’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	$245K	Buy	+9,984	New	+$232K	0.06%	139

Other funds holding FNDX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Copperwynd Financial's FNDX Position: Q2 2025 in Review

Copperwynd Financial opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2025: 9,984 shares worth $245K. The stake represents 0.06% of the portfolio and ranks #139 among its holdings.

665 funds tracked by Wall St. Rank hold FNDX as of Q2 2025.

Copperwynd Financial held 9,984 shares of Schwab Fundamental US Large Company Index ETF worth $245K as of Q2 2025.
Schwab Fundamental US Large Company Index ETF was a new Copperwynd Financial position in Q2 2025.
Schwab Fundamental US Large Company Index ETF made up 0.06% of Copperwynd Financial's portfolio in Q2 2025, its #139 holding.
665 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.