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Keener Financial Planning’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Keener Financial Planning’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
Q4 		– Sell
-72
Closed -$1K – 104
2025
Q3 		$1K Hold
72
– – ﹤0.01% 203
2025
Q2 		$1K Hold
72
– – ﹤0.01% 204
2025
Q1 		$1K Hold
72
– – ﹤0.01% 167
2024
Q4 		$1K Buy
+72
New +$1.75K ﹤0.01% 169

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
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Keener Financial Planning's FNDX Position: Q4 2025 in Review

Keener Financial Planning sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2025, closing a stake of 72 shares — an estimated $1K sold.

Keener Financial Planning first reported a position in FNDX in Q4 2024 and held it in 4 quarters. The position peaked at $1K in Q3 2025. 751 funds tracked by Wall St. Rank hold FNDX as of Q4 2025.

  • Keener Financial Planning reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 72 Schwab Fundamental US Large Company Index ETF shares in Q4 2025, an estimated $1K.
  • Keener Financial Planning first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and held it in 4 quarters.
  • Keener Financial Planning's Schwab Fundamental US Large Company Index ETF position peaked at $1K in Q3 2025.
  • 751 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.