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

JFS 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
Q2 		– Sell
-1,851
Closed -$43.7K – 1907
2025
Q1 		$43.7K Buy
+1,851
New +$44.7K ﹤0.01% 498
2020
Q1 		– Sell
-345
Closed -$5K – 520
2019
Q4 		$5K Hold
345
– – ﹤0.01% 406
2019
Q3 		$5K Buy
+345
New +$4.5K ﹤0.01% 401

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 22.96% 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

JFS Wealth Advisors's FNDX Position: Q2 2025 in Review

JFS Wealth Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2025, closing a stake of 1,851 shares — an estimated $43.7K sold.

JFS Wealth Advisors first reported a position in FNDX in Q3 2019 and held it in 3 quarters. The position peaked at $43.7K in Q1 2025. 665 funds tracked by Wall St. Rank hold FNDX as of Q2 2025.

  • JFS Wealth Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,851 Schwab Fundamental US Large Company Index ETF shares in Q2 2025, an estimated $43.7K.
  • JFS Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2019 and held it in 3 quarters.
  • JFS Wealth Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $43.7K in Q1 2025.
  • 665 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.