First Horizon Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$183K Buy
7,459
+7,235
+3,230% +$168K ﹤0.01% 545
2025
Q1
$5.29K Buy
+224
New +$5.42K ﹤0.01% 1795
2024
Q1
Sell
-3,936
Closed -$81.3K 2324
2023
Q4
$81.3K Buy
+3,936
New +$75.7K ﹤0.01% 725
2019
Q2
Sell
-7,143
Closed -$90K 1581
2019
Q1
$90K Hold
7,143
0.01% 421
2018
Q4
$81K Sell
7,143
-2,181
-23% -$26.9K 0.01% 443
2018
Q3
$123K Sell
9,324
-1,125
-11% -$14.6K 0.01% 429
2018
Q2
$130K Buy
+10,449
New +$130K 0.01% 411
2015
Q1
Sell
-600
Closed -$6K 1521
2014
Q4
$6K Buy
+600
New +$5.88K ﹤0.01% 1181

Other funds holding FNDX

First Horizon Advisors's FNDX Position: Q2 2025 in Review

First Horizon Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 3,230% in Q2 2025, buying an estimated $168K and bringing the position to 7,459 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

First Horizon Advisors first reported a position in FNDX in Q4 2014 and has held it in 8 quarters since. 665 funds tracked by Wall St. Rank hold FNDX as of Q2 2025.

  • First Horizon Advisors held 7,459 shares of Schwab Fundamental US Large Company Index ETF worth $183K as of Q2 2025.
  • First Horizon Advisors bought 7,235 Schwab Fundamental US Large Company Index ETF shares in Q2 2025, an estimated $168K.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #545 holding.
  • First Horizon Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2014 and has held it in 8 quarters since.
  • 665 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.