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

EnRich Financial Partners’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
-306
Closed -$7.25K – 116
2024
Q4 		$7.25K Hold
306
– – ﹤0.01% 185
2024
Q3 		$7.32K Hold
306
– – ﹤0.01% 186
2024
Q2 		$6.83K Buy
+306
New +$6.75K ﹤0.01% 192

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ML
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Ameriprise
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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

EnRich Financial Partners's FNDX Position: Q1 2025 in Review

EnRich Financial Partners sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2025, closing a stake of 306 shares — an estimated $7.25K sold.

EnRich Financial Partners first reported a position in FNDX in Q2 2024 and held it in 3 quarters. The position peaked at $7.32K in Q3 2024. 638 funds tracked by Wall St. Rank hold FNDX as of Q1 2025.

  • EnRich Financial Partners reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 306 Schwab Fundamental US Large Company Index ETF shares in Q1 2025, an estimated $7.25K.
  • EnRich Financial Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2024 and held it in 3 quarters.
  • EnRich Financial Partners's Schwab Fundamental US Large Company Index ETF position peaked at $7.32K in Q3 2024.
  • 638 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.