FGC
FNDX icon

Financial Gravity Companies’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Financial Gravity Companies’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 		$12K Buy
+490
New +$11.4K ﹤0.01% 543
2024
Q4 		$4.97K Hold
210
– – ﹤0.01% 679
2024
Q3 		$5.02K Buy
+210
New +$4.83K ﹤0.01% 432

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 $871M AUM 17.11% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 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 $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Gravity Companies's FNDX Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2025: 490 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #543 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FNDX as recently as Q4 2024.

Financial Gravity Companies first reported a position in FNDX in Q3 2024 and has held it in 3 quarters since. 665 funds tracked by Wall St. Rank hold FNDX as of Q2 2025.

  • Financial Gravity Companies held 490 shares of Schwab Fundamental US Large Company Index ETF worth $12K as of Q2 2025.
  • Schwab Fundamental US Large Company Index ETF was a new Financial Gravity Companies position in Q2 2025.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #543 holding.
  • Financial Gravity Companies first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2024 and has held it in 3 quarters since.
  • 665 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.