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Madison Investment Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Madison Investment 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
2024
Q4 		$1.49M Buy
+62,853
New +$1.52M 0.02% 261

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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 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

Madison Investment Advisors's FNDX Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2024: 62,853 shares worth $1.49M. The stake represents 0.02% of the portfolio and ranks #261 among its holdings.

627 funds tracked by Wall St. Rank hold FNDX as of Q4 2024.

  • Madison Investment Advisors held 62,853 shares of Schwab Fundamental US Large Company Index ETF worth $1.49M as of Q4 2024.
  • Schwab Fundamental US Large Company Index ETF was a new Madison Investment Advisors position in Q4 2024.
  • Schwab Fundamental US Large Company Index ETF made up 0.02% of Madison Investment Advisors's portfolio in Q4 2024, its #261 holding.
  • 627 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.