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

Masso Torrence 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
Q1 		– Sell
-383,334
Closed -$9.08M – 103
2024
Q4 		$9.08M Sell
383,334
-17,274
-4% -$419K 4.77% 4
2024
Q3 		$9.58M Sell
400,608
-3,291
-0.8% -$75.7K 5.17% 4
2024
Q2 		$9.02M Buy
403,899
+16,902
+4% +$373K 5% 4
2024
Q1 		$8.69M Buy
386,997
+27,405
+8% +$583K 5.16% 4
2023
Q4 		$7.42M Buy
+359,592
New +$6.92M 5.07% 4

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $2.41B AUM 16.65% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 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
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return

Masso Torrence Wealth Management's FNDX Position: Q1 2025 in Review

Masso Torrence Wealth Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2025, closing a stake of 383,334 shares — an estimated $9.08M sold.

Masso Torrence Wealth Management first reported a position in FNDX in Q4 2023 and held it in 5 quarters. The position peaked at $9.58M in Q3 2024. 637 funds tracked by Wall St. Rank hold FNDX as of Q1 2025.

  • Masso Torrence Wealth Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2025 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 383,334 Schwab Fundamental US Large Company Index ETF shares in Q1 2025, an estimated $9.08M.
  • Masso Torrence Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and held it in 5 quarters.
  • Masso Torrence Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $9.58M in Q3 2024.
  • 637 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.