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

Iron Horse 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
Q2 		$52.2K Hold
2,127
– – 0.02% 133
2025
Q1 		$50.2K Hold
2,127
– – 0.02% 124
2024
Q4 		$50.4K Hold
2,127
– – 0.02% 115
2024
Q3 		$50.9K Hold
2,127
– – 0.02% 110
2024
Q2 		$47.5K Buy
+2,127
New +$46.9K 0.02% 106

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Iron Horse Wealth Management's FNDX Position: Q2 2025 in Review

Iron Horse Wealth Management held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2025 at 2,127 shares worth $52.2K. The position accounts for 0.02% of the portfolio, ranked #133.

Iron Horse Wealth Management first reported a position in FNDX in Q2 2024 and has held it in 5 quarters since. 666 funds tracked by Wall St. Rank hold FNDX as of Q2 2025.

  • Iron Horse Wealth Management held 2,127 shares of Schwab Fundamental US Large Company Index ETF worth $52.2K as of Q2 2025.
  • Iron Horse Wealth Management left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2025.
  • Schwab Fundamental US Large Company Index ETF made up 0.02% of Iron Horse Wealth Management's portfolio in Q2 2025, its #133 holding.
  • Iron Horse Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2024 and has held it in 5 quarters since.
  • 666 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.