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

Executive 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 		$423K Buy
17,866
+223
+1% +$5.41K 0.03% 180
2024
Q3 		$422K Buy
+17,643
New +$406K 0.03% 186

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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 $2.22B AUM 16.98% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Executive Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.3% in Q4 2024, buying an estimated $5.41K and bringing the position to 17,866 shares worth $423K. The position accounts for 0.03% of the portfolio, ranked #180.

Executive Wealth Management first reported a position in FNDX in Q3 2024 and has held it in 2 quarters since. 627 funds tracked by Wall St. Rank hold FNDX as of Q4 2024.

  • Executive Wealth Management held 17,866 shares of Schwab Fundamental US Large Company Index ETF worth $423K as of Q4 2024.
  • Executive Wealth Management bought 223 Schwab Fundamental US Large Company Index ETF shares in Q4 2024, an estimated $5.41K.
  • Schwab Fundamental US Large Company Index ETF made up 0.03% of Executive Wealth Management's portfolio in Q4 2024, its #180 holding.
  • Executive Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2024 and has held it in 2 quarters since.
  • 627 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2024.

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