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Mid-American Wealth Advisory Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Mid-American Wealth Advisory Group’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 		– Sell
-1,527
Closed -$37.5K – 139
2025
Q2 		$37.5K Buy
+1,527
New +$35.5K 0.02% 86

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
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
ML
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mid-American Wealth Advisory Group's FNDX Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2025, closing a stake of 1,527 shares — an estimated $37.5K sold.

Mid-American Wealth Advisory Group first reported a position in FNDX in Q2 2025 and held it in 1 quarter. The position peaked at $37.5K in Q2 2025. 697 funds tracked by Wall St. Rank hold FNDX as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 1,527 Schwab Fundamental US Large Company Index ETF shares in Q3 2025, an estimated $37.5K.
  • Mid-American Wealth Advisory Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Schwab Fundamental US Large Company Index ETF position peaked at $37.5K in Q2 2025.
  • 697 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.