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Farmers & Merchants Investments Inc’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Farmers & Merchants Investments Inc’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
Q2 		– Sell
-189
Closed -$4.46K – 1738
2025
Q1 		$4.46K Hold
189
– – ﹤0.01% 947
2024
Q4 		$4.48K Hold
189
– – ﹤0.01% 831
2024
Q3 		$4.52K Hold
189
– – ﹤0.01% 840
2024
Q2 		$4.22K Buy
+189
New +$4.17K ﹤0.01% 827
2022
Q1 		– Sell
-1,746
Closed -$34K – 988
2021
Q4 		$34K Buy
+1,746
New +$33.1K ﹤0.01% 491

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
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

Farmers & Merchants Investments Inc's FNDX Position: Q2 2025 in Review

Farmers & Merchants Investments Inc sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2025, closing a stake of 189 shares — an estimated $4.46K sold.

Farmers & Merchants Investments Inc first reported a position in FNDX in Q4 2021 and held it in 5 quarters. The position peaked at $34K in Q4 2021. 665 funds tracked by Wall St. Rank hold FNDX as of Q2 2025.

  • Farmers & Merchants Investments Inc reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2025 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 189 Schwab Fundamental US Large Company Index ETF shares in Q2 2025, an estimated $4.46K.
  • Farmers & Merchants Investments Inc first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and held it in 5 quarters.
  • Farmers & Merchants Investments Inc's Schwab Fundamental US Large Company Index ETF position peaked at $34K in Q4 2021.
  • 665 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2025.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2025, filed 14 Jul 2025.