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Kiely Wealth Advisory Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Kiely Wealth Advisory Group’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 		$89.5K Sell
3,642
-7,284
-67% -$177K 0.06% 96
2024
Q3 		$89.9K Buy
10,926
+7,284
+200% +$168K 0.06% 94
2024
Q2 		$81.1K Hold
3,642
– – 0.04% 84
2024
Q1 		$79.4K Hold
3,642
– – 0.05% 80
2023
Q4 		$76.3K Buy
+3,642
New +$70K 0.04% 81

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
CAPTRUST Financial Advisors
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
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kiely Wealth Advisory Group's FNDX Position: Q4 2024 in Review

Kiely Wealth Advisory Group reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 67% in Q4 2024, selling an estimated $177K and leaving 3,642 shares worth $89.5K. The position accounts for 0.06% of the portfolio, ranked #96.

Kiely Wealth Advisory Group first reported a position in FNDX in Q4 2023 and has held it in 5 quarters since. The position peaked at $89.9K in Q3 2024. 627 funds tracked by Wall St. Rank hold FNDX as of Q4 2024.

  • Kiely Wealth Advisory Group held 3,642 shares of Schwab Fundamental US Large Company Index ETF worth $89.5K as of Q4 2024.
  • Kiely Wealth Advisory Group sold 7,284 Schwab Fundamental US Large Company Index ETF shares in Q4 2024, an estimated $177K.
  • Schwab Fundamental US Large Company Index ETF made up 0.06% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #96 holding.
  • Kiely Wealth Advisory Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Schwab Fundamental US Large Company Index ETF position peaked at $89.9K in Q3 2024.
  • 627 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.