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

Kiker 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
Q4 		– Sell
-5,168
Closed -$136K – 63
2025
Q3 		$136K Buy
5,168
+3,008
+139% +$76.4K 0.07% 114
2025
Q2 		$53K Buy
2,160
+1,839
+573% +$42.8K 0.03% 188
2025
Q1 		$7.58K Buy
+321
New +$7.76K 0.01% 404

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 22.96% 1-Year Est. Return

Kiker Wealth Management's FNDX Position: Q4 2025 in Review

Kiker Wealth Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2025, closing a stake of 5,168 shares — an estimated $136K sold.

Kiker Wealth Management first reported a position in FNDX in Q1 2025 and held it in 3 quarters. The position peaked at $136K in Q3 2025. 751 funds tracked by Wall St. Rank hold FNDX as of Q4 2025.

  • Kiker Wealth Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 5,168 Schwab Fundamental US Large Company Index ETF shares in Q4 2025, an estimated $136K.
  • Kiker Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2025 and held it in 3 quarters.
  • Kiker Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $136K in Q3 2025.
  • 751 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2025.

Based on Kiker Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.