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

Dechtman 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
2024
Q4 		$710K Buy
29,994
+141
+0.5% +$3.42K 0.14% 28
2024
Q3 		$714K Sell
29,853
-294
-1% -$6.76K 0.15% 30
2024
Q2 		$673K Hold
30,147
– – 0.15% 28
2024
Q1 		$677K Buy
30,147
+129
+0.4% +$2.74K 0.16% 29
2023
Q4 		$619K Buy
30,018
+159
+0.5% +$3.06K 0.16% 26
2023
Q3 		$557K Buy
29,859
+147
+0.5% +$2.84K 0.17% 27
2023
Q2 		$570K Buy
+29,712
New +$549K 0.17% 26

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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Dechtman Wealth Management's FNDX Position: Q4 2024 in Review

Dechtman Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.47% in Q4 2024, buying an estimated $3.42K and bringing the position to 29,994 shares worth $710K. The position accounts for 0.14% of the portfolio, ranked #28.

Dechtman Wealth Management first reported a position in FNDX in Q2 2023 and has held it in 7 quarters since. The position peaked at $714K in Q3 2024. 627 funds tracked by Wall St. Rank hold FNDX as of Q4 2024.

  • Dechtman Wealth Management held 29,994 shares of Schwab Fundamental US Large Company Index ETF worth $710K as of Q4 2024.
  • Dechtman Wealth Management bought 141 Schwab Fundamental US Large Company Index ETF shares in Q4 2024, an estimated $3.42K.
  • Schwab Fundamental US Large Company Index ETF made up 0.14% of Dechtman Wealth Management's portfolio in Q4 2024, its #28 holding.
  • Dechtman Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2023 and has held it in 7 quarters since.
  • Dechtman Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $714K in Q3 2024.
  • 627 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.