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

NBZ 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
2025
Q1 		– Sell
-87
Closed -$2.06K – 71
2024
Q4 		$2.06K Buy
+87
New +$2.11K ﹤0.01% 62

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

NBZ Investment Advisors's FNDX Position: Q1 2025 in Review

NBZ Investment Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2025, closing a stake of 87 shares — an estimated $2.06K sold.

NBZ Investment Advisors first reported a position in FNDX in Q4 2024 and held it in 1 quarter. The position peaked at $2.06K in Q4 2024. 638 funds tracked by Wall St. Rank hold FNDX as of Q1 2025.

  • NBZ Investment Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2025 after selling out during the quarter.
  • NBZ Investment Advisors sold 87 Schwab Fundamental US Large Company Index ETF shares in Q1 2025, an estimated $2.06K.
  • NBZ Investment Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and held it in 1 quarter.
  • NBZ Investment Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $2.06K in Q4 2024.
  • 638 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2025.

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