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LGT Financial Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

LGT Financial 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
Q4 		– Sell
-1,919
Closed -$50.5K – 290
2025
Q3 		$50.5K Buy
1,919
+1,902
+11,188% +$48.3K 0.11% 122
2025
Q2 		$417 Hold
17
– – ﹤0.01% 447
2025
Q1 		$401 Hold
17
– – ﹤0.01% 278
2024
Q4 		$402 Sell
17
-304
-95% -$7.37K ﹤0.01% 694
2024
Q3 		$7.64K Buy
321
+3
+0.9% +$69 0.02% 461
2024
Q2 		$7.07K Sell
318
-537
-63% -$11.8K 0.01% 541
2024
Q1 		$19.2K Buy
855
+3
+0.4% +$64 0.02% 369
2023
Q4 		$17.6K Buy
852
+3
+0.4% +$58 0.02% 382
2023
Q3 		$15.8K Sell
849
-390
-31% -$7.54K 0.02% 398
2023
Q2 		$23.8K Buy
+1,239
New +$22.9K 0.03% 179
2023
Q1 		– Sell
-2,388
Closed -$42.5K – 122
2022
Q4 		$42.5K Buy
+2,388
New +$42.3K 0.05% 134

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
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LGT Financial Advisors's FNDX Position: Q4 2025 in Review

LGT Financial Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2025, closing a stake of 1,919 shares — an estimated $50.5K sold.

LGT Financial Advisors first reported a position in FNDX in Q4 2022 and held it in 11 quarters. The position peaked at $50.5K in Q3 2025. 748 funds tracked by Wall St. Rank hold FNDX as of Q4 2025.

  • LGT Financial Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 1,919 Schwab Fundamental US Large Company Index ETF shares in Q4 2025, an estimated $50.5K.
  • LGT Financial Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2022 and held it in 11 quarters.
  • LGT Financial Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $50.5K in Q3 2025.
  • 748 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.