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Heritage Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Heritage Wealth Advisors’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
Q1 		– Sell
-375
Closed -$8.88K – 605
2024
Q4 		$8.88K Hold
375
– – ﹤0.01% 451
2024
Q3 		$8.97K Hold
375
– – ﹤0.01% 446
2024
Q2 		$8.37K Hold
375
– – ﹤0.01% 432
2024
Q1 		$8.42K Hold
375
– – ﹤0.01% 446
2023
Q4 		$7.74K Buy
+375
New +$7.21K ﹤0.01% 464

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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 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
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return

Heritage Wealth Advisors's FNDX Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2025, closing a stake of 375 shares — an estimated $8.88K sold.

Heritage Wealth Advisors first reported a position in FNDX in Q4 2023 and held it in 5 quarters. The position peaked at $8.97K in Q3 2024. 638 funds tracked by Wall St. Rank hold FNDX as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 375 Schwab Fundamental US Large Company Index ETF shares in Q1 2025, an estimated $8.88K.
  • Heritage Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and held it in 5 quarters.
  • Heritage Wealth Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $8.97K in Q3 2024.
  • 638 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.