Householder Group Estate & Retirement Specialist’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Householder Group Estate & Retirement Specialist’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	-216	Closed	-$5K	–	768
2024 Q3	$5K	Hold	216	–	–	﹤0.01%	929
2024 Q2	$4K	Hold	216	–	–	﹤0.01%	963
2024 Q1	$4.85K	Hold	216	–	–	﹤0.01%	935
2023 Q4	$4K	Hold	216	–	–	﹤0.01%	912
2023 Q3	$4.03K	Buy	+216	New	+$4.18K	﹤0.01%	976
2023 Q1	$12K	Buy	+654	New	+$12K	﹤0.01%	756
2022 Q4	–	Sell	-216	Closed	-$3K	–	577
2022 Q3	$3K	Buy	+216	New	+$3.81K	﹤0.01%	922

Other funds holding FNDX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GWS

Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FNDX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2024, closing a stake of 216 shares — an estimated $5K sold.

Householder Group Estate & Retirement Specialist first reported a position in FNDX in Q3 2022 and held it in 7 quarters. The position peaked at $12K in Q1 2023. 627 funds tracked by Wall St. Rank hold FNDX as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 216 Schwab Fundamental US Large Company Index ETF shares in Q4 2024, an estimated $5K.
Householder Group Estate & Retirement Specialist first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Schwab Fundamental US Large Company Index ETF position peaked at $12K in Q1 2023.
627 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.