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

Lowe 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
Q3 		$6.08K Buy
+231
New +$5.87K ﹤0.01% 277
2024
Q2 		– Sell
-585
Closed -$13.1K – 319
2024
Q1 		$13.1K Hold
585
– – 0.01% 196
2023
Q4 		$12.1K Hold
585
– – 0.01% 198
2023
Q3 		$10.9K Hold
585
– – 0.01% 199
2023
Q2 		$11.2K Hold
585
– – 0.01% 207
2023
Q1 		$10.7K Hold
585
– – 0.01% 202
2022
Q4 		$10.4K Hold
585
– – 0.01% 213
2022
Q3 		$9K Hold
585
– – 0.01% 201
2022
Q2 		$10K Hold
585
– – 0.01% 186
2022
Q1 		$11K Buy
+585
New +$11.3K 0.01% 193

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 $57.2B AUM 18.32% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return