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

McClarren 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
Q1 		– Sell
-1,509
Closed -$35K – 309
2024
Q4 		$35K Buy
+1,509
New +$36.6K 0.1% 97
2024
Q3 		– Sell
-198
Closed -$58K – 277
2024
Q2 		$58K Sell
198
-2,436
-92% -$53.7K 0.04% 136
2024
Q1 		$60K Buy
2,634
+12
+0.5% +$255 0.04% 133
2023
Q4 		$54K Buy
2,622
+15
+0.6% +$288 0.04% 153
2023
Q3 		$48K Buy
2,607
+12
+0.5% +$232 0.04% 147
2023
Q2 		$49K Buy
2,595
+24
+0.9% +$443 0.04% 152
2023
Q1 		$47K Buy
2,571
+12
+0.5% +$220 0.04% 148
2022
Q4 		$45K Buy
2,559
+15
+0.6% +$265 0.04% 158
2022
Q3 		$40K Buy
+2,544
New +$44.9K 0.04% 154
2022
Q2 		– Sell
-2,517
Closed -$49K – 106
2022
Q1 		$49K Buy
2,517
+6
+0.2% +$116 0.04% 128
2021
Q4 		$49K Buy
2,511
+15
+0.6% +$285 0.03% 141
2021
Q3 		$44K Hold
2,496
– – 0.03% 124
2021
Q2 		$45K Buy
+2,496
New +$45.1K 0.04% 124

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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return

McClarren Financial Advisors's FNDX Position: Q1 2025 in Review

McClarren Financial Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2025, closing a stake of 1,509 shares — an estimated $35K sold.

McClarren Financial Advisors first reported a position in FNDX in Q2 2021 and held it in 13 quarters. The position peaked at $60K in Q1 2024. 638 funds tracked by Wall St. Rank hold FNDX as of Q1 2025.

  • McClarren Financial Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 1,509 Schwab Fundamental US Large Company Index ETF shares in Q1 2025, an estimated $35K.
  • McClarren Financial Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2021 and held it in 13 quarters.
  • McClarren Financial Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $60K in Q1 2024.
  • 638 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.