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Hemington Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Hemington Wealth Management’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 		$20K Hold
798
– – ﹤0.01% 630
2025
Q2 		$19K Hold
798
– – ﹤0.01% 637
2025
Q1 		$18K Hold
798
– – ﹤0.01% 600
2024
Q4 		$18K Sell
798
-1,596
-67% -$38.7K ﹤0.01% 579
2024
Q3 		$18K Buy
+2,394
New +$55.1K ﹤0.01% 535

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
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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $555M AUM 40.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hemington Wealth Management's FNDX Position: Q3 2025 in Review

Hemington Wealth Management held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q3 2025 at 798 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Hemington Wealth Management first reported a position in FNDX in Q3 2024 and has held it in 5 quarters since. 697 funds tracked by Wall St. Rank hold FNDX as of Q3 2025.

  • Hemington Wealth Management held 798 shares of Schwab Fundamental US Large Company Index ETF worth $20K as of Q3 2025.
  • Hemington Wealth Management left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q3 2025.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #630 holding.
  • Hemington Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2024 and has held it in 5 quarters since.
  • 697 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.