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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lowe Wealth Advisors's FNDX Position: Q3 2025 in Review

Lowe Wealth Advisors opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2025: 231 shares worth $6.08K. The stake represents ﹤0.01% of the portfolio and ranks #277 among its holdings. This is a return to the name: Lowe Wealth Advisors previously reported a position in FNDX as recently as Q1 2024.

Lowe Wealth Advisors first reported a position in FNDX in Q1 2022 and has held it in 10 quarters since. The position peaked at $13.1K in Q1 2024. 697 funds tracked by Wall St. Rank hold FNDX as of Q3 2025.

Lowe Wealth Advisors held 231 shares of Schwab Fundamental US Large Company Index ETF worth $6.08K as of Q3 2025.
Schwab Fundamental US Large Company Index ETF was a new Lowe Wealth Advisors position in Q3 2025.
Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #277 holding.
Lowe Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2022 and has held it in 10 quarters since.
Lowe Wealth Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $13.1K in Q1 2024.
697 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.