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Family Legacy Financial Solutions’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Family Legacy Financial Solutions’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
-56
Closed -$1.39K – 269
2025
Q2 		$1.39K Buy
+56
New +$1.3K ﹤0.01% 217

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SEIA
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Ameriprise
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Envestnet Asset Management
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SCM
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NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Family Legacy Financial Solutions's FNDX Position: Q3 2025 in Review

Family Legacy Financial Solutions sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2025, closing a stake of 56 shares — an estimated $1.39K sold.

Family Legacy Financial Solutions first reported a position in FNDX in Q2 2025 and held it in 1 quarter. The position peaked at $1.39K in Q2 2025. 696 funds tracked by Wall St. Rank hold FNDX as of Q3 2025.

  • Family Legacy Financial Solutions reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q3 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 56 Schwab Fundamental US Large Company Index ETF shares in Q3 2025, an estimated $1.39K.
  • Family Legacy Financial Solutions first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2025 and held it in 1 quarter.
  • Family Legacy Financial Solutions's Schwab Fundamental US Large Company Index ETF position peaked at $1.39K in Q2 2025.
  • 696 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q3 2025, filed 7 Oct 2025.