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Founders Financial Securities’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Founders Financial Securities’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 		– Sell
-8,673
Closed -$207K – 449
2024
Q3 		$207K Sell
8,673
-1,557
-15% -$35.8K 0.02% 407
2024
Q2 		$228K Buy
+10,230
New +$226K 0.02% 388
2022
Q4 		– Sell
-12,786
Closed -$204K – 331
2022
Q3 		$204K Sell
12,786
-972
-7% -$17.2K 0.04% 288
2022
Q2 		$233K Buy
+13,758
New +$253K 0.05% 227

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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 $2.59B AUM 21.24% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Founders Financial Securities's FNDX Position: Q4 2024 in Review

Founders Financial Securities sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2024, closing a stake of 8,673 shares — an estimated $207K sold.

Founders Financial Securities first reported a position in FNDX in Q2 2022 and held it in 4 quarters. The position peaked at $233K in Q2 2022. 628 funds tracked by Wall St. Rank hold FNDX as of Q4 2024.

  • Founders Financial Securities reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2024 after selling out during the quarter.
  • Founders Financial Securities sold 8,673 Schwab Fundamental US Large Company Index ETF shares in Q4 2024, an estimated $207K.
  • Founders Financial Securities first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2022 and held it in 4 quarters.
  • Founders Financial Securities's Schwab Fundamental US Large Company Index ETF position peaked at $233K in Q2 2022.
  • 628 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2024.

Based on Founders Financial Securities's 13F filing for Q4 2024, filed 10 Feb 2025.