CGA
FNDX icon

Crescent Grove Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Crescent Grove 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
Q3 		– Sell
-10,216
Closed -$251K – 299
2025
Q2 		$251K Buy
+10,216
New +$238K 0.02% 249

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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Crescent Grove Advisors's FNDX Position: Q3 2025 in Review

Crescent Grove Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2025, closing a stake of 10,216 shares — an estimated $251K sold.

Crescent Grove Advisors first reported a position in FNDX in Q2 2025 and held it in 1 quarter. The position peaked at $251K in Q2 2025. 697 funds tracked by Wall St. Rank hold FNDX as of Q3 2025.

  • Crescent Grove Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q3 2025 after selling out during the quarter.
  • Crescent Grove Advisors sold 10,216 Schwab Fundamental US Large Company Index ETF shares in Q3 2025, an estimated $251K.
  • Crescent Grove Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2025 and held it in 1 quarter.
  • Crescent Grove Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $251K in Q2 2025.
  • 697 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2025.

Based on Crescent Grove Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.