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Jackson Creek Investment Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Jackson Creek Investment 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
Q3 		– Sell
-55,156
Closed -$1.35M – 305
2025
Q2 		$1.35M Sell
55,156
-1,509
-3% -$35.1K 0.37% 151
2025
Q1 		$1.34M Sell
56,665
-477
-0.8% -$11.5K 0.43% 122
2024
Q4 		$1.35M Buy
57,142
+193
+0.3% +$4.68K 0.41% 130
2024
Q3 		$1.36M Sell
56,949
-1,503
-3% -$34.6K 0.4% 145
2024
Q2 		$1.3M Buy
58,452
+2,340
+4% +$51.6K 0.48% 42
2024
Q1 		$1.26M Sell
56,112
-672
-1% -$14.3K 0.45% 47
2023
Q4 		$1.17M Sell
56,784
-2,040
-3% -$39.2K 0.45% 50
2023
Q3 		$1.1M Sell
58,824
-201
-0.3% -$3.89K 0.46% 42
2023
Q2 		$1.13M Sell
59,025
-363
-0.6% -$6.71K 0.45% 43
2023
Q1 		$1.09M Buy
59,388
+774
+1% +$14.2K 0.46% 35
2022
Q4 		$1.04M Sell
58,614
-852
-1% -$15.1K 0.46% 30
2022
Q3 		$947K Buy
59,466
+1,146
+2% +$20.2K 0.44% 54
2022
Q2 		$1.06M Sell
58,320
-432
-0.7% -$7.95K 0.43% 66
2022
Q1 		$1.15M Sell
58,752
-8,130
-12% -$157K 0.42% 83
2021
Q4 		$1.31M Sell
66,882
-2,031
-3% -$38.6K 0.47% 43
2021
Q3 		$1.24M Sell
68,913
-1,761
-2% -$32.3K 0.46% 53
2021
Q2 		$1.29M Sell
70,674
-3,591
-5% -$64.9K 0.48% 37
2021
Q1 		$1.28M Buy
74,265
+5,355
+8% +$87.3K 0.44% 59
2020
Q4 		$1.04M Buy
68,910
+5,079
+8% +$71.6K 0.41% 93
2020
Q3 		$824K Buy
+63,831
New +$830K 0.37% 112

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 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 $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jackson Creek Investment Advisors's FNDX Position: Q3 2025 in Review

Jackson Creek Investment Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2025, closing a stake of 55,156 shares — an estimated $1.35M sold.

Jackson Creek Investment Advisors first reported a position in FNDX in Q3 2020 and held it in 20 quarters. The position peaked at $1.36M in Q3 2024. 696 funds tracked by Wall St. Rank hold FNDX as of Q3 2025.

  • Jackson Creek Investment Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q3 2025 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 55,156 Schwab Fundamental US Large Company Index ETF shares in Q3 2025, an estimated $1.35M.
  • Jackson Creek Investment Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2020 and held it in 20 quarters.
  • Jackson Creek Investment Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $1.36M in Q3 2024.
  • 696 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.