Nalls Sherbakoff Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Nalls Sherbakoff 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 Q4	$878K	Sell	32,285 -22,590	-41%	-$604K	0.63%	35
2025 Q3	$1.44M	Sell	54,875 -2,414	-4%	-$61.3K	0.97%	23
2025 Q2	$1.41M	Buy	57,289 +35	+0.1%	+$814	1.02%	20
2025 Q1	$1.35M	Buy	+57,254	New	+$1.38M	1.1%	20
2023 Q4	$1.46M	Buy	70,710 +351	+0.5%	+$6.75K	1.3%	18
2023 Q3	$1.31M	Sell	70,359 -1,719	-2%	-$33.2K	1.28%	17
2023 Q2	$1.3M	Sell	72,078 -114	-0.2%	-$2.11K	1.28%	17
2023 Q1	$1.31M	Buy	+72,192	New	+$1.32M	1.3%	15
2018 Q4	$1.14M	Buy	+100,194	New	+$1.24M	1.81%	10

Other funds holding FNDX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Nalls Sherbakoff Group's FNDX Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 41% in Q4 2025, selling an estimated $604K and leaving 32,285 shares worth $878K. The position accounts for 0.63% of the portfolio, ranked #35.

Nalls Sherbakoff Group first reported a position in FNDX in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.46M in Q4 2023. 748 funds tracked by Wall St. Rank hold FNDX as of Q4 2025.

Nalls Sherbakoff Group held 32,285 shares of Schwab Fundamental US Large Company Index ETF worth $878K as of Q4 2025.
Nalls Sherbakoff Group sold 22,590 Schwab Fundamental US Large Company Index ETF shares in Q4 2025, an estimated $604K.
Schwab Fundamental US Large Company Index ETF made up 0.63% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #35 holding.
Nalls Sherbakoff Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Schwab Fundamental US Large Company Index ETF position peaked at $1.46M in Q4 2023.
748 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.